About this episode
- We have hit Target 20 - a 20% plus return from the MSP since inception.
- We have done it in 8 months - 4 months early. But we are not celebrating - everything's going up at the moment, and hubris awaits those that think they are the genius.
- Now the game is to try and hold on to it - it doesn't mean much if we lose it again.
The Weekend newsletter talked about our options from here:
- Continue to dance while the music's playing - doing nothing until something goes wrong.
- Diversify - there are so many other themes running at the same time - options include WIRE, GOLD, DRGN, ATOM, HACK, DTEC.
- Cash up pre-emptively - sit back and watch. I hate losing money.
This is our daily podcast, exclusively for Marcus Today members - covering everything you need to know about our Strategy Portfolio and the stock market each day.
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