Please do not replicate my investment strategy. While the majority of my portfolio is invested conservatively, a portion is allocated to riskier securities aimed at boosting my overall returns. This page details that riskier portion. Although these investments often perform better than the indexes, my risk tolerance and preferences may differ significantly from the average investor. I do not directly recommend any stocks or assets for purchase; nothing on this page should be taken as a recommendation. It is crucial for you to make investment decisions that best suit your own financial goals and risk preferences.
My performance as of end of November ’23
My allocations as of end of November ’23
Portfolio changes during the last month
- After the earnings report of Bill, I closed my position
- With all funds from Bill and the remaining cash, I added to my broad index fund position IVV.