It has been some time since I last wrote here. As some of you may know from following me on other platforms like X and Seeking Alpha, I have been writing and sharing my views elsewhere. You can find links to my work on those sites in this LINK here.
Now, I wanted to provide an update on my 2023 portfolio performance and outline my strategy for 2024. To begin, my portfolio from 2023 did not change since my Restart article in Mar 2023, as I am still around 40% below my initial investment. I have not done exact calculations since my holdings are fully consolidated on Interactive Brokers, except for some Singapore stocks in my CDP account. Regardless, these returns are not satisfactory and very disappointing.
Given that reality, it is clear that my previous outlook for 2023 did not come to fruition. Therefore, shaping my approach for 2024 is of utmost importance.
I have reviewed my portfolio multiple times, reexamining what I am looking to...