Here’s my portfolio review for the third quarter of 2022. I’m down 15% for the year with many of my holdings trading at what look like very wide discounts.

Here’s my portfolio review for the first half of 2022.

Here’s my latest portfolio review showing my returns for the first quarter of 2022.

Here’s my latest portfolio review showing my returns for 2021 and over the last four years.

I doubt any of us will look back upon 2020 with much fondness and this year hasn’t got off to the greatest of starts either. But purely from an investment point of view, 2020 was a pretty good year.

It’s difficult to know what to make of this year from an investing viewpoint.