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Writer's pictureIshfaaq Peerally

๐— ๐˜† ๐Ÿฑ ๐—ง๐—ผ๐—ฝ ๐—ช๐—ผ๐—ฟ๐˜€๐˜ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜๐˜€ ๐—ผ๐—ณ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฏ



- ๐™ƒ๐™ค๐™ช๐™จ๐™š ๐™Š๐™ฌ๐™ฃ๐™š๐™ง๐™จ๐™๐™ž๐™ฅ ๐˜พ๐™ค๐™จ๐™ฉ๐™จ: Inherited and bought a house, but unexpected renovation and furnishing costs taught me the importance of being financially prepared for large expenses. A reminder to keep an emergency fund or stay liquid for unforeseen costs.

- ๐™Š๐™ฅ๐™ฉ๐™ž๐™ค๐™ฃ๐™จ ๐™๐™ง๐™–๐™™๐™ž๐™ฃ๐™œ ๐™‹๐™ž๐™ฉ๐™›๐™–๐™ก๐™ก๐™จ: Experimented with long-term options but faced significant losses. This experience reinforced that while options can be powerful, they're complex and risky, and not necessary for successful investing.

- ๐™๐™๐™š ๐™ƒ๐™ž๐™œ๐™ ๐˜พ๐™ค๐™จ๐™ฉ ๐™ค๐™› ๐™ƒ๐™ค๐™ก๐™™๐™ž๐™ฃ๐™œ ๐˜พ๐™–๐™จ๐™: Keeping a large portion of my portfolio in cash diluted my returns in a rising market. It's a stark lesson in the opportunity cost of not staying fully invested and the importance of timely market participation.

- ๐™Š๐™ซ๐™š๐™ง๐™ซ๐™–๐™ก๐™ช๐™š๐™™ ๐™Ž๐™ฉ๐™ค๐™˜๐™ ๐™จ & ๐˜ฟ๐™ž๐™ซ๐™ž๐™™๐™š๐™ฃ๐™™ ๐™๐™ง๐™–๐™ฅ๐™จ: My investment in Icahn Enterprises $IEP , lured by high dividends, turned sour as it was overvalued with no margin of safety. A crucial lesson in not compromising on fundamental value for attractive dividends.

- ๐™๐™‰๐™๐™„'๐™จ ๐˜ฟ๐™ค๐™ฌ๐™ฃ๐™›๐™–๐™ก๐™ก & ๐™ฉ๐™๐™š ๐™„๐™ข๐™ฅ๐™ค๐™ง๐™ฉ๐™–๐™ฃ๐™˜๐™š ๐™ค๐™› ๐˜พ๐™š๐™ง๐™ฉ๐™–๐™ž๐™ฃ๐™ฉ๐™ฎ: UNFI $UNFI was a significant loss due to its vulnerability to macroeconomic changes and low margins. It highlighted the need for certainty in a company's future cash flows and the risks of investing in companies with thin margins.

๐—ž๐—ฒ๐˜† ๐—ง๐—ฎ๐—ธ๐—ฒ๐—ฎ๐˜„๐—ฎ๐˜†๐˜€::

- ๐™€๐™ข๐™š๐™ง๐™œ๐™š๐™ฃ๐™˜๐™ฎ ๐™‹๐™ง๐™š๐™ฅ๐™–๐™ง๐™š๐™™๐™ฃ๐™š๐™จ๐™จ: Always have a plan for unexpected expenses, especially when making large investments like property.

- ๐™๐™ฃ๐™™๐™š๐™ง๐™จ๐™ฉ๐™–๐™ฃ๐™™๐™ž๐™ฃ๐™œ ๐™„๐™ฃ๐™จ๐™ฉ๐™ง๐™ช๐™ข๐™š๐™ฃ๐™ฉ๐™จ: Deeply understand any investment instrument, like options, before diving in. They're not essential for everyone.

- ๐™Ž๐™ฉ๐™–๐™ฎ ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™š๐™™ ๐™’๐™ž๐™จ๐™š๐™ก๐™ฎ: Time in the market is often more beneficial than timing the market. Don't let cash drag down your potential returns.

- ๐™‘๐™–๐™ก๐™ช๐™š & ๐™Ž๐™–๐™›๐™š๐™ฉ๐™ฎ ๐™๐™ž๐™ง๐™จ๐™ฉ: Always prioritize fundamental value and a margin of safety in investments, especially when tempted by high dividends.

- ๐˜พ๐™š๐™ง๐™ฉ๐™–๐™ž๐™ฃ๐™ฉ๐™ฎ & ๐™๐™š๐™จ๐™š๐™–๐™ง๐™˜๐™: Ensure you have a high degree of certainty about a company's future prospects and understand how external factors might impact its performance

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