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Not to intentionally make you feel any better about being speadsheet-challenged, but that's the likelihood of the outcome of this post.

Being spreadsheet-challenged, you're in the right mixing bowl if you're mixing your portfolio with Gorillas and strong Gorilla wannabes and committed to holding the Gorillas for a very long time. That's not a smarter-than-me approach. That's a fundamentally sound approach that can be defended from the edges to the core without getting out a calculator, much less a spreadsheet.

--Mike Buckley
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