2023 Performance Review

A standout year with a total return of 174%, but still licking wounds from 2022

I could not be more satisfied about my 2023 total return of 174% (no typo). In fact, I wouldn’t have believe that such a performance was possible with a long-only equity portfolio. At the same time, I also wouldn’t have believed that it was possible to lose 74% in a single year, as it occurred to me in 2022. I am hence still licking wounds, as I am stil…