I hope all of you enjoyed your transition into the New Year. Like I do every year, I’ll be pondering a few investing resolutions. The 2022 reset probably forced many of you to ask yourselves,
“What could I have done better to adjust to changes in the investing environment – decisions regarding sell discipline all the way to what type of stocks to hold and new ones to buy?”
While in that same frame of mind, when I reflect on the impact the great recession of 2008 had on the way I had been accustomed to investing, three things stand out.
First, holding a diversified portfolio of microcap value-themed stocks became challenging.