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As of yesterday, my hypothetical portfolio had lost only 4.7% of its value throughout the correction vs. 6.8% for the broad technology index.A qualitative opinion Certainly, the results above should not mean that investing in the top tech leaders will necessarily result in future market beating performance in the case of a more severe and longer bear period ahead. My sample period is very short, and the superior results produced by the hypothetical portfolio could be just a function of luck or chance.But taking a step back, I believe it is telling that the analysis seems to support a thesis that, at first glance, makes logical sense to me.
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