If you look at my performance page for the first 3 quarters you’ll see I’m slightly behind the benchmark, but barring major problems with my core portfolio, my Q4 performance is going to ensure I smash the full-year benchmark once again (not as handily as last year, but beating the index is good enough for…
Month: May 2019
First post in 9 months
After a short blackout period where I took a total break from looking at public markets, and a pretty long break from writing posts, here’s an update. I’ve turned over a chunk of my portfolio, added a couple of new ideas, and shut down some others. The biggest call was getting out of Kogan after…