Portfolio reviews

Q1 2024 Portfolio Review

Here's my portfolio review for the first quarter of 2024. I was up 4.2% while global markets powered ahead once…

1 day ago

My 2023 Portfolio Review

Here's my portfolio review for 2023. I ended the year up 9%, global markets rose around 15%, and the investment…

3 months ago

My Q3 2023 Portfolio Review

Here's my portfolio review for the third quarter of 2023. I am up 2% year-to-date having been up 4% at…

6 months ago

My H1 2023 Portfolio Review

Here's my portfolio review for the first half of 2023. I was up 4% while global markets were up 7%…

9 months ago

My 2022 Portfolio Review

Here's my portfolio review for the fourth quarter of 2022. I ended the year down 13% while global markets fell…

1 year ago

Q3 2022 Review: Discounts Everywhere

Here's my portfolio review for the third quarter of 2022. I'm down 15% for the year with many of my…

1 year ago

Q2 2022: The Big Bad Bear

Here's my portfolio review for the first half of 2022. (more…)

2 years ago

Q1 2022: Keeping It Simple

Here's my latest portfolio review showing my returns for the first quarter of 2022. (more…)

2 years ago

Q4 2021: The Four-Year Mark

Here's my latest portfolio review showing my returns for 2021 and over the last four years. (more…)

2 years ago

Q3 2021: Quality Fights Back

Hello again. Here's my latest quarterly portfolio review. (more…)

2 years ago

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