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END OF YEAR Portfolio Update (December)
Up +23% YtD
Positions from largest to smallest:
Cash & #GACB > #PSN > #THS > #HBR < #GKP
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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/
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
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Portfolio update
Part 1 - COMMODITIES
#THS remains in portfolio as my biggest holding. I believe the company should do well within the next 2 years, its highly cash generative & once the current chip shortage is over, margins should slowly keep going up in line with PGM's /1
Part 1 - COMMODITIES
#THS remains in portfolio as my biggest holding. I believe the company should do well within the next 2 years, its highly cash generative & once the current chip shortage is over, margins should slowly keep going up in line with PGM's /1
(not that they are bad atm)All gains from this investment have been recently wiped out, but its a conviction play and I would be extremely surprised if sp stays at current level for longer. A quick twitter search should highlight opportunities/financial aspects of the business /2
