The difficult part of trend following is that we are always afraid that the trend up will stop after we went in. The rule of thumb is that as long as the low gets higher and higher, we will just bite our finger and hold on to it.
Portfolio Update for July 2026
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This will be a relatively short post, just to update on the transactions
for the month.
For the month of July, it remained a volatile month. The US-Isra...
7 hours ago

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