Portfolio Update #2
We now have 12 positions
This portfolio was incepted at the start of 2023 and we have 10 months of track record currently. It has been a tough year.
Returns while positive have underperformed most major indices. Total return has dropped from c.7% to just 2%.
The details with actual dollar amounts will be shared to subscribers only.
Keep reading with a 7-day free trial
Subscribe to 8% Value Investhink to keep reading this post and get 7 days of free access to the full post archives.