2023 YTD performance
Portfolio + 7.0%
S&P 500 + 7.0%
2022 Performance
Portfolio -11%
S&P 500 -19%
2021 Performance
Portfolio +30%
S&P 500 +26%
Sells: none
IMO still believe on an uptrend in sentiment since Oct 2022. it’s not that things aren’t still bad (bank failures, likely recession) it’s that there are less unknowns.
Still building cash. Reviewing some weaker positions
$ZBRA $PYPL. No urgent plan to sell. Cash around 4% in a high yield savings (3.75% 🧐)
No change on the real estate front. Everything is set up. Waiting for the right property. Hopefully this quarter I’ll have my first long term rental.
@nathanworden the portfolio viewer seems messed up. Just random order.