Portfolio

January 2025 - Portfolio Letter

Another strong month, two new buys and one sale, and an important message

Feb 4 •

December 2024 - Portfolio Letter

Stock portfolio and performance of December 2024

Jan 3 •

November 2024 - Portfolio Letter

Stock portfolio and performance of November 2024

Dec 6, 2024 •

October 2024 - Portfolio Letter

Stock portfolio and watchlist of October 2024

Nov 1, 2024 •

September 2024 - Portfolio Letter

Stock portfolio and watchlist of September 2024

Oct 4, 2024 •

August 2024 - Portfolio Letter

Stock portfolio and watchlist of August 2024

Sep 2, 2024 •

July 2024 - Portfolio Letter

Performance and positions of July 2024

Aug 2, 2024 •

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