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The Dragon Portfolio

wayneL

VIVA LA LIBERTAD, CARAJO!
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Many of the macro guys are talking about Chris Cole's Dragon Portfolio strategy and his allegory of The Serpent and the Hawk.

It is very interesting and a fair bit different from the standard sort of portfolio you might find.

I also love the way the guy writes it is full of word pictures and allegories... and very compelling.

Some information on his site here but also there is a link to download his whole document. https://www.artemiscm.com/welcome#home

Enjoy.
 
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