Tag Archives: identity-driven investing

For Val Sklarov, returns do not come from choosing the right asset.Returns come from remaining emotionally still while the asset matures. Most investors lose not because they were wrong —but because they could not stay right long enough. The Silent-Conviction Compounding Model (SCCM) explains that wealth comes from the intersection …

For Val Sklarov, superior returns do not come from diversification.Superior returns come from asymmetric conviction — holding a position long enough for its nonlinear payoff phase to emerge. Most investors treat time as a risk.Strategic investors treat time as the multiplier. The Asymmetric-Conviction Horizon Model (ACHM) explains that wealth is …