Episode 99: Conviction Matters and July Portfolio Update

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In this episode I cover the importance of having conviction in the holdings you own...especially when the market has increased volatility. I share several tools you can use to assess conviction in your portfolios holdings. I used these same tools to  gauge my conviction which led to me selling my first stock in 2,558 days. Locked in a 100% gain and avoided a 20% selloff.

We'll also look at the Radish Portfolio and recap July and a look ahead to August

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