The market is up. Your portfolio is not. A few bad picks, a couple of losers you cannot shake, and the nagging sense that everyone else is at a party you missed. So you start wondering whether it is time to blow it up and start over. Before you scrap half your holdings and chase a fresh list of winners, let me offer a different read. When someone tells me their portfolio needs a makeover, I do not hear a bad investor. I hear a missing strategy. The last six months are close to irrelevant. …
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