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The LongTerm MultiCap Portfolio Revamped


The last few weeks have been...interesting. (I heard there's an understatement of the year award up for grabs). For the world in general, and the tiny percentage of that world that cares about financial markets.

For that second set, if you've been able to grit through the pain of portfolio drawdowns, there are incredible lessons to be learned, that will have a bearing on your future returns.

At Capitalmind, we have been hard at work doing nothing. Well, nothing apart from absorbing, understanding, analyzing the picture from afar, up close and upside down, and synthesizing into the . . .

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