6 Comments
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Infinite Fund's avatar

Respect the concentration and commitment. (I hold two of these as 1st and 3rd largest positions, so maybe a bit biased also)

Do you live off your portfolio returns or plan to in the future?

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Andrei's avatar

Great question for the author: how do you pay for life if you never sell? :) love the content, thanks!

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Infinite Fund's avatar

I was going for more of: Does author have this level of concentration in a portfolio which is consequencal to his standard of living / lives of returns, vs a smaller portion of his wealth or just a smaller nominal amount along a job.

One thing having 5 names with a small portfolio vs living fully off the returns of a portfolio

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Antonio Linares's avatar

Thanks, guys. If I lose 100% of the capital invested I can carry on living modestly.

But this portfolio is the vehicle via which I aspire to go beyond that, over the long term.

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Anton Sturluson's avatar

Few books or articles help shape one's thought process, and this article really had an impact on me. Thank you for sharing your gift, Antonio.

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Antonio Linares's avatar

Much appreciated, Anton. Made my day.

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