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2.7%
Since August 2023
-4.8%
3 months
8.9%
6 months
n/a
12 months
Portfolio RESET 07/07/2023
- Was using SM portfolio “purchases” to keep track of ideas and watch before buying IRL but had no real weighting discretion.
- New portfolio will reflect more personal holdings and aim for a decent track record. 30% going into indexes.