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Glenn W. Anderson's avatar

Caleb - I have been a subscriber for a while now - as such my investing strategy has been altered by what I've learned - by the investing strategy I see you living out daily.

I saw the initial changes seep in during early '23 as I became comfortable with my interpretation of your strategy. I did research and much DD and identified a major holding in each of 2 accounts to which I rebalanced such that my major holding was 35% of the account balance. I also trimmed my holdings to no more than 6 equities total. In account 1, my major holding is $PLTR and the initial rebalance was done in early '23.

In the 2nd account my major holding as to be $BTC held as an ETF, in my case $FBTC. I had originally planned this rebalance for mid-2023, but ETC approval dragged and I implemented the rebalance in January of 2024.

What has been great is to do my research, map out my plan and then let the plan play out. The first real test was this most recent drawdown where some significant gains were in short term jeopardy - but I stuck to the plan.

I am a Christ follower - so he gets the credit, but he used you over the past couple of years to effect real change in my investing approach. So that credit belongs to you. Many thanks.

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Christos V (Simply Finance)'s avatar

Great thoughts as usual. It is interesting how some well-respected bulls are starting to throw in the towel one by one. I kind of like that though. Some folks will be early, and that's necessary for the market to continue with further upside.

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