The dragon portfolio works as a diversifier in a balanced portfolio, complementing long equities and bonds like cranberry sauce at Thanksgiving—not essential but beneficial when included
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Speaker
Patrick CeresnaEvidence Quote
“we're not buying this call back spread because we think that this is going to be an extraordinary performer we actually are buying it just in case [ __ ] hits the fan”
Created: 8/10/2026, 11:03:13 PM
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