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What this moment requires is a great deal of discipline to know that y

From Excess Returns · Jun 6, 2026

What this moment requires is a great deal of discipline to know that you may not capture all of the up cycle. You may not capture all the upside in the silliest parts of the market. But if you have a five year plus time horizon... all this does is introduce volatility within a portfolio. It doesn't introduce incremental return.

Cameron Dawson

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