A look back at 2020 😄

- One 50x
- Four 5-9x
- Four ~1-2x
- Three down ~1-20%

Don't need many frequent trades if there's conviction. I'm willing to take my time with research, and pay a higher price if I need to build more conviction to be in it for the long run.
Things I learnt from past 2 years as an investor (and are still learning daily):

- The call is half the trade; sizing is the other
- Calling the cycle >> calling the asset
- Holding when no one else is is not fun lol
- 90% of managing a liquid portfolio is managing risk
You can follow @mrjasonchoi.
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