Subject: Re: CAPE Multiple of 37
In case this makes it sound like I only invest in crappy things, the 3 examples I just listed are from my list of potentially small holding to prune. Its a forcing mechanism I use where I look at my small holdings and force myself to get out or invest more as a way to prune back my # of holdings, which has grown too large. My single largest holding is actually one of the Magnificent 7 and BRK remains in my top 3. But I find myself questioning a lot of my positions recently due to the overarching market valuation concerns that have started to push to the front in my mind.