A Ticker A Day: Is Everything Just Too Expensive Right Now?

Found 2 Buys Among $ACAD, $ACBI, $ACC, $ACCO, $ACER, $ACGL

Now that the ATAD portfolio is up 39% YTD (detailed track report spreadsheet) versus -2% for our benchmark $VTSAX, I’m starting to wonder. As you can imagine, I’m having a lot of thoughts as I sip this glass of wine. Such as:

1. This is too good to be true, and won’t last

2. Price only matters when you’re buying or selling

3. I wishI had bought 10x of each positio…