Discover and read the best of Twitter Threads about #GACB

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END OF YEAR Portfolio Update (December)

Up +23% YtD

Positions from largest to smallest:
Cash & #GACB > #PSN > #THS > #HBR < #GKP

1/
Performance vs Expectations

I have hit my personal target & Im very pleased considering market conditions & my long term assumption that US will correct back to historical valuation averages.

I was early, but luckily on the right side of the trade

2/

This thread will be written in stages as there is still a technical issue with Twitter it seems and the scroll down bar doesnt work on mozilla?, so I cant tweet more than a few tweets at at a time. Discouraging and annoying, but i will try my best to keep writing this thread

3/
Read 24 tweets

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