Iggy’s Journal: When Is It Fair to Break Your Own Investing Rule?
Sat 10 Oct 2026 | Afternoon
The Numbers
My gearing line for a REIT is 35 percent. The new episode takes one case: a REIT crosses that line after a property revaluation, with no new borrowing. In that case I record the failure and review it at the next results, rather than overrule my own rule on the day. The episode is about why the exception has to be written before the price makes it tempting.
My Personal Take
When a stock I already own misses one of my tests, I notice how quickly I start looking for a reason it should not count. The question I use against that is whether I would accept the same exception for a share I do not own. If the answer changes with ownership, the exception is a favour to a favourite, and I do not treat it as a rule.
I also talked about the three numbers I use and one exception in Bridgers’ Stories EP02 | How a Singapore Course Head Invests by Three Numbers and One Honest Exception.
https://longbridge.com/topics/100000000930911?channel=OWSN00030
📺 YouTube https://youtu.be/WarCFFGxVVk
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