2023 Q1 Performance Review & Portfolio Update

Opendoor, Carvana, TAG Immobilien, LEG Immobilien

Its been a while since my last portfolio update. The recent months have been extremely volatile. The market itself has been a roller coaster - Q4 was the final wash out for growth stocks, while Q1 has largely played out as I anticipated in my article Tax Loss Selling, Window Dressing & The January Effect in 2023:

• The Dow Jones is up only 0.4% in Q1 2023

• T…