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In this update
I made some significant changes to my portfolio this month. Most of it comes from my continued effort to concentrate the portfolio and be more critical about which positions I want to keep and which ones don’t make the cut.
As a result, I decided to close three core positions and shift those gains into a new position after the stock came down a lot over the past week, while fundamentals are as strong as ever. It finally gave me the opportunity to initiate a position after it had been on my watchlist for quite a while.
In this update I’ll cover my top movers and losers, the positions I closed, the new one I started, and the smaller adds and trims that reflect my strategy going forward.
Performance highlights
- September performance 1: +15% vs S&P 500 +3%
- Year-to-date performance: +38% vs S&P 500 +2%
- 3-years performance: +224% vs +66%
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1 I always share my portfolio results based on money weighted rate of return. You can read more about what this means in this article.
September performance: +15%
Year-to-date performance: 38%
3-year performance: +224%
There’s a lot to unpack, so let’s dive straight in!
1 - Top movers and losers
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