Portfolio Update
Portfolio & Performance Updates
Thank you Mr. Market! An existing holding continues to perform and also continues to get cheaper. I am taking advantage of it with a sizable purchase.
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Adding to a Core Holding on Sale
Boosting my stake in a core holding with a 20% FCF CAGR trading at a discount, talking through portfolio management strategy and updating my performance vs. the S&P 500
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A New Holding & Updated Performance
Table of Contents * a. Updated Performance vs. the S&P 500 * b. New Holding * c. Portfolio Management Strategy Snapshot * d. Updated Portfolio a. Updated
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Portfolio Change & Performance Updates
Table of Contents * a. Updated Performance * b. Portfolio Change * c. Portfolio Management Strategy Snapshot * d. Holdings a. Updated Performance Year-to-date is off to a good
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Portfolio & Performance Updates
Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Snapshot * d. Updated Holdings a. Updated Performance b. Portfolio Changes
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