News from the frontier
Today I want to talk about the performance of the 2 portfolios I’m looking after. For details please click Here Let’s start off with the bad news. Viet Moat Portfolio (VMP) recorded a minor loss of -0.1% vs a gain of VNINDEX of +10% from Dec 16 to March 17. Such underperformance is due to 2 key… Continue reading News from the frontier