re: Help me put together a Based portfolio...public companies that are not woke

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Not picking sides, but “Emotion” based investing decisions is probably more of an issue with those that describe themselves as “left / liberal” leaning. Radical left extremist are much more effective at boycotts. I mean Chick-fil-A only managed to keep a restaurant open like a week in London.

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I wouldn’t disagree at all with your overall point. But I’d say that any “professional investor”, while maybe having ESG as a component when making investment decisions, will still primarily rely on financially based fundamentals. Also, I have noticed that some talk the talk, but when you dig deep into their investments, a lot of this do-gooder stuff is just superficial window dressing. Just like with most all politicians, you tell the people what they want to hear and they’ll smile and nod in your favor.

But I guess what I’m looking more at are individual investors who make knee jerk decisions based on emotion (not just based on politics). You see it here, and on other boards, every single day. And at least early on, I’ve had to fight that human tendency within myself too.

Because my trading is primarily restricted to options now, I’ve had to train myself to be almost entirely mechanical in the way I do things. It’s hard - you have to constantly catch yourself. But to be successful, the emotion has to be set aside.