Hi Ken, You've done well enough in the past that this first quarter probably doesn't hurt very much. I was just reviewing my "sandbox" stock account. Winners win and losers look terrible. Overall with ten stocks in it for 5 years it's managed just +20% over that time. Some are huge winners while right now there are some painful losers, too.
If we had to stop the clock now it might not look like much. However, I expect this group of poor performers to blossom again. At least they're decent dividend payers.
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