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Great insights as always. Thx for sharing!

You wrote a post a while back explaining how to best calculate portfolio returns. I just cannot find it. Can you please tell me which one it was. Pardon my ignorance.

Thx!

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Thank you for sharing your thoughts, Joe! I always appreciate your insights.

The Ian Cassel tweet and the lessons learned were an eye-opener for me, especially when I'm still hanging on to my remainder of Fastly shares (after trimming them last quarter).

I was curious to know the importance of taking taxes into consideration when you sell out of a position with huge gains. Do you ever consider that or your situation is different in a way that you've got a majority of your portfolio in non-taxable accounts?

Thanks!

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