- 04:30: Current portfolio allocation
- 05:40: The funds investing process
- 09:40: Talking about his holdings
- 10:30: How do they assess their sell decisions
- 11:20: Are we in a bubble
- 15:20: No fed dependent securities
- 20:00: General Electric
Founder & Sole Employee of InvestmentMoats.com . Senior Solutions Specialist at Fee-Only Advisory Firm Providend by day. Blogger by night. Active Stock Investor for 15 years. SG & HK Mkts. Pursues Financial Security & Financial Independence. Reached Financial Independence at 38. Facebook , Twitter. More on Kyith ...
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