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H1 2024: Good portfolio returns from the old economy
Berkshire, builders and financials pushed the portfolio up. Discussion of the portfolio, new positions and am I following my plan. What is the plan for…
Jul 4
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Wubbe Bos
15
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H1 2024: Good portfolio returns from the old economy
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Portfolio overview: Good, Great & utter failure
2023 was a strange year. My portfolio returned 20% but remained behind the VT and SPY indices. Taking a longer term perspective the returns are still…
Jan 16
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Wubbe Bos
10
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Portfolio overview: Good, Great & utter failure
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