https://marianpompura.substack.com/s/portfolio-allocationhttps://substackcdn.com/image/fetch/$s_!abS8!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4bf1aca4-8ef6-44fc-afab-b19789baac2b_1024x1024.pnghttps://marianpompura.substack.com/s/portfolio-allocationSubstackFri, 17 Jul 2026 12:59:55 GMThttps://marianpompura.substack.com/p/core-portfolio-update-february-2026https://marianpompura.substack.com/p/core-portfolio-update-february-2026Sun, 01 Feb 2026 20:05:51 GMTI approach this portfolio with a long-term mindset. I don’t sell based on short-term price movements, market noise, or headlines. My intention is to hold these positions and only exit if the underlying investment thesis changes — meaning the fundamentals, long-term outlook, or risk profile no longer justify the position.

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