In this clip from The Macro Show, Keith McCullough uses Daryl Jones’ long/short book as an example of the proper way to manage a portfolio.
“Portfolio construction timing and sizing is generally considered the number one mistake people new to this make, and they have to learn the process,” McCullough explains.
“You’ve got a to find a way to listen, pay attention, construct a portfolio properly, have discipline on your min/max, and have discipline on your incremental adds and subtracts. You can do this.”
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