Rule Breaker Investing

April 2026 Mailbag: Harbor, Hawthorne & Higher-or-Lower

16 snips
Apr 29, 2026
A lively mailbag covering buying in thirds after big stock jumps and a practical dishwasher toggle life hack that still depends on memory. A listener’s rebalanced harbor-and-horizon portfolio sparks a discussion about dividend versus growth allocations. Corrections about Hawthorne vs Heisenberg and tweaks to the Market Cap Game Show scoring add a playful, curious tone.
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ANECDOTE

Squint Mistaken For Disapproval

  • Mahan misread an evaluator's squint as displeasure while teaching, causing him to worry he was doing something wrong.
  • The evaluator had forgotten his glasses and was squinting to see the front of the classroom, not judging Mahan.
ADVICE

Buy New Stocks In Thirds

  • Buy new stocks in thirds to avoid waiting for a dip and to dollar-cost-average into volatile winners.
  • Buy one third immediately, buy the second third after a month or quarter, and buy the final third after another time increment.
ANECDOTE

Dishwasher Toggle Still Needs A Reminder

  • David's $10 dishwasher 'clean/dirty' magnet solved a household problem but still required someone to remember to slide it.
  • Listener Paul noted the missing step: humans often forget to flip the toggle, so a reminder for the reminder is needed.
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