The tweet was deleted by the author.
But we saved everything 🙂.
Mark Roussin, Founder / Senior Portfolio Manager at Roussin Capital Management, emphasizes the importance of discipline in investing.
He advises investors to focus on buying quality businesses, maintaining consistency, and resisting emotional reactions to market movements. According to Roussin, checking a portfolio frequently does not contribute to investment success. Instead, he suggests that the best investment strategy is one that minimizes emotional decision-making.
Roussin recently reported that most top SPY holdings saw year-to-date declines, while Walmart posted a 10% gain in his review of SPY main holdings. In an earlier piece, he compared annual dividends produced by $100,000 investments in ABBV, KO, COP, JNJ, and AVGO shares across major dividend stocks. Both reports focus on performance and yield as key considerations for long-term investors.