Year-End Portfolio Strategy
I have been thinking ahead about how I want to be positioned for the new year and what changes I can make to the portfolio to bring me closer to that. I am looking to reduce the holdings in my book and move toward a lower-touch portfolio. I am going to consolidate my assets into a ‘longer-term portfolio’ and a separate ‘trading portfolio’ in 2026.
Below, I will provide commentary on each of my holdings so that if and when you see me making certain moves in the coming days to weeks, they will not come as a surprise.
Current Positions in Size Order with Cost Basis with commentary:
Cash: 17.8%: