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As a “youngish" investor (in my late 20’s), I have realized that having a “method to the madness" is ultra important in order to give myself a strong chance to succeed. Therefore, I will walk through my own thought process, and illustrate how I have decided to construct my portfolio. While I don’t doubt that I could argue for a hundred different configurations of stocks, my hope is that the process itself can help you do a similar exercise.

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