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Month: September 2019

2019 update

September 29, 2019September 29, 2019 One idea at a timeLeave a comment

“For most people, the first $100k is a long slog” – Charlie Munger Portfolio Saving Portfolio The portfolio YTD has returned 20.5% vs 21% achieved by the S&P 500 (GBP). The portfolio saw quite a bit of activities in q2 and 3 as I firm up my conviction on several companies. Private equity I bought… Continue reading 2019 update

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