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It's very unusual for an investment professional actively managing paying-customers' money to hold so many investments for so long. This is what is implied by the charts: that all the stocks were buy-and-holds from, at the earliest, mid 2003. Is this the case? Most clients want to see more action for their money and an account manager beating the market almost every year, or they tend to wander off. If this is your strategy, both you, and your clients, are very much the exception to the rule. But, then it's zigging when others zag that often leads to better investment results.

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