In this portfolio update we will take a look at:
Position size for each holding,
Cost Basis,
Intended holding period and
any planned activities.
As for the YTD figures, I will be posting those, as usual, at the end of the month in the “Monthly Portfolio Update.” I am pleased to say the portfolio is somewhat close to what was my aspirational 60% YTD target! This performance comes on the back of a +94% return in 2023 and a +61% return in 2024.
I am pleased but not blinded by the fact the market has been strong this year.
As mentioned in previous posts, my stock write ups will remain free but I’ll continue to keep my portfolio and live updates for premium subscribers for their support.