I haven’t made many big changes since my last update, and am still holding a large portion of my portfolio in cash while I look for obvious opportunities. The headline rise in the S&P 500 (+9.91% YTD) has masked some significant dispersion in performance between companies, with
May Update
May Update
May Update
I haven’t made many big changes since my last update, and am still holding a large portion of my portfolio in cash while I look for obvious opportunities. The headline rise in the S&P 500 (+9.91% YTD) has masked some significant dispersion in performance between companies, with