Reflections on the past month, learnings and reminders
Thanks for this. And just a reflection - I get the concept, but isn't strange to have better clarity five years down the road than one year.
It’s a fair point of confusion! The term may be better stated as clarity of direction. We are more certain on how the portfolio will perform in 5 years direction wise than over any given day or month.
Thanks for this. And just a reflection - I get the concept, but isn't strange to have better clarity five years down the road than one year.
It’s a fair point of confusion! The term may be better stated as clarity of direction. We are more certain on how the portfolio will perform in 5 years direction wise than over any given day or month.