It's been all kinds of ugly out there
6
3
Change is the only constant...
4
6
Transitions are tricky, and time consuming
7
1
The folio got pummelled and life got hectic
7
2
I paid off my loan, underperformed the indices, and learned a lot
6
4
Raising the quality bar and an appreciation of the value of conviction
4
2
It's been a hectic month
3
2
Drawdown pain is back and might get worse, but the loan is gone - I'm ok with that
3
4
Recharged and refreshed, I'm ready to be rid of my remaining loan
7
5
I'm on holiday
3
1
Back again, and why I don't mind too much that my stock portfolio is flat YTD.
2
3
More beatings, a crypto confession, and why I am deleveraging early
9
6