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This quote attributed to Humphrey B. Neill reminds me that the primary driver of the portfolio's growth has been our long bull market. The fifth edition of Neill's book, The Art of Contrary Thinking, is available via a free PDF download. From page 55:
"...the crowd is always wrong at IMPORTANT reversal areas in market trends. ... A probing mind is a contrary mind. ... the overvalued medium is easily overlooked when markets are ebullient and 'everyone' is buying."