#128 - Portfolio Update Dec2024
Publish date: Dec 30, 2024
Last updated: Jan 3, 2025
Last updated: Jan 3, 2025
TL;DR
More stones turned this month; good.
Performance update
Holdings
This was an unventful month so I’m going to skip the highlights.
On the year as a whole I feel like I had many “sleeper” stocks that basically were existing in my portfolio without contributing anything.
I might need to look into those and be more strict with what I accept into the portfolio, as far as valuation, prospects for growth, and catalysts.
Moreover, I feel like I should find ways to turn more rocks/stocks and be more disciplined on a continuous basis, i.e. avoiding entire months without research.
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