In 2019, I decisively turned the focus of my work to investment strategy and portfolio construction. I have become increasingly convinced that knowing how to put together a puzzle is much more important than obsessing over the individual puzzle pieces (I started tackling this subject a bit with my "why bother picking stocks?" series, back in 2017.)
To disclose my overall approach to decision-making and investment management in a bit more detail, my goal as a growth investor is to achieve portfolio balance in a way that allows for market-like asset growth over