This is an annual review of current portfolio positions. You can find a previous annual overviews here. This year I expanded more how I see US equities going into 2024, but let’s start with portfolio first. Stocks Portfolio A positive […]
This is an annual review of current portfolio positions. You can find a similar overview made last year here. Before 2022 H1 one might had thought 2021 tech rout was …
This is an annual review of current portfolio positions. You can find a similar overview made last year here. High growth side of portfolio has suffered a normalizing environment of …
I'll try to make it an annual tradition to review positions in equities portfolio at the start of the new year. This is the second issue of this format post. …
Ever since I wrote a complete Baltic Equities Market Overview, I dreamed of writing similar at least once each quarter. Then each half-year and it seems, I won't have an …