Portfolio Update and Performance Review

150% performance YTD / New Positions

2023 has been a pretty perfect year for my portfolio. By the end of July 2023, my portfolio is up 150% year to date after a 1% base and 10% performance fee, or about 167% before fees. This performance would, of course, not have been possible without the disastrous performance of 2022 AND sticking to my prior year's losers. On December 29, 2022, I explai…