Change is the only constant...
Transitions are tricky, and time consuming
The folio got pummelled and life got hectic
I paid off my loan, underperformed the indices, and learned a lot
Raising the quality bar and an appreciation of the value of conviction
It's been a hectic month
Drawdown pain is back and might get worse, but the loan is gone - I'm ok with that
Recharged and refreshed, I'm ready to be rid of my remaining loan
I'm on holiday
Back again, and why I don't mind too much that my stock portfolio is flat YTD.
More beatings, a crypto confession, and why I am deleveraging early
The beautiful struggle...