2022 planning

[Scooterd]

I have already made my portfolio adjustments for the next few years (overweights for those that tend to perform historically better / underweights for those that tend to lag) in a mid cycle phase of the business economic cycle. Given the mid cycle phase is typically the longest phase (roughly three-and-a-half years on average) of the full business economic cycle - moving into 2022 I will be concentrating on just increasing share count for those individual portfolio investments that provide miss-priced opportunities periodically throughout the upcoming year when the market permits.