2023 YTD performance

Portfolio + 11.5%

S&P 500 + 9.1%

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2022 performance

Portfolio - 11%

S&P 500 -19%

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2021 performance

Portfolio + 30%

S&P 500 + 26%

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Buys none

Sells none

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In April we bought a real estate investment to use as a rental. Deal hasn’t closed yet. But should be done in May. Hence the lack of activity in my portfolio. That and I don’t see as many deals compared to Sept ‘22 to Feb ‘23, when I was a much more active buyer.

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Watch list is ENPH. Down 50% from its highs and a recent 25% single day correction is looking like a nice entry point. Micro-inverters are only 1.7% of the solar inverter market. Not to mention the tail winds of renewable energy for the next half century at least.