Who’s Decoupling?

We are.

No country.

No market.

No conglomerate.

No anything.

We, as retail investors, are choosing to decouple.

Meaning?

Crash chorus?

Yeah, so?

Louder?

Yes.

Warren Buffett warning?

Yes.

Crash Crash Crash everywhere to be heard?

Yes.

Still we implement our implementables.

Meaning, unperturbed?

Yes.

Why? I mean how? What are you thinking?

Crashes come, crashes go. Look at our market’s graph since inception. Note anything?

Steady growth, decade upon decade. I can see Asian, Dotcom, Housing, CoViD, what have you. Rise, despite. But they say this one’s going to be mother of all.

Mother of this, father of that. Doesn’t affect our strategy.

How?

First up, remember, that speeds are now super. Everything’s happening…

…FAST.

So, if there’s going to be a -90, it’s going to happen…how?

Fast.

Right.

We’ll, as in our own growth market, will V-shape recover…how?

Fast.

Does it affect a multi-decade strategy?

No.

Correct. We proceed with our stuff, irrespective.

And what’s the stuff?

Uno : get fully invested.

Due : Weed upon expense.

Weed weed weed. That’s our chorus. Not crash crash crash.

Tre : Pluck flowers if no weed, upon expense.

Quattro : Groom our superflowers.

Period.

Don’t care about crash, panic, fear, or any such hallucination. We do our job, enjoy our life, and move on to the next challenge, when this one’s on auto.

And that would be…

…Yes?

That would be decoupling, right?

Decoupling is a state of being. You feel it. If you can feel it, you are decoupled.

How does one know?

When the chorus doesn’t affect you, and you go about your stuff joyfully.

It’s as simple as that.

… And Why Growth Stocks…?

Well, why not?

We’ve got History on our side.

Buffett shifted a tad from value to growth in the latter part of his career.

Forget about all that.

We get into growth because we wish to get into growth.

We’re not buying at growth prices, mind you.

Our value background comes in handy. We use value techniques to pick up growth.

We continue to accumulate upon opportunity, quantum by quantum.

Our portfolio gets rounded.

Over the long run, its gets a bit of a boost.

Ideally, we’d like our growth stories to continue, forever.

Consider this. What if even one of our holdings makes it to a 1000-bagger?

What do you think this would do to our portfolio?

Exactly.

Lots that starts out as value becomes growth later.

We pick value with growth in mind.

Sometimes, we’re not offered value in something we want to pick, for a long, long time.

We’re not offered value in the traditional sense of the way we expect value to be.

At these times we evaluate.

Is this something to “wantable” that we have to have it, like Buffett and Coca Cola?

No?

Continue as normal.

Yes?

Create new criteria for value, within growth.

Enter only when these criteria prevail, quantum by quantum.

Sit on your growth holding. Don’t just exit in a growth fashion, upon any odd market high.

Exits are reserved for when you comprehensively don’t want the stock anymore.

Why’s it not stinging you when there is a correction?

Meaning, that growth stocks fall considerably during corrections.

Well, firstly, you are not using money that you might need in the foreseeable future.

Then, the correction is an entry opportunity, so instead of being glum, you are busy going about entering.

Thirdly, because you are entering quantum by quantum, you have tremendous entry potential still left, with more being added to this month upon month, from your savings.

So, you’re not worried when your growth stocks fall.

When they rise, your portfolio burgeons, so…

…for all the above reasons…

…that’s why growth, too, apart from your value pursuits.