2024: Returns: 48.08% (If 2023 is a miracle run, 2024 would be a demigod run)
Year End Thoughts
Overall the cold hard truth is that a lot of time in 2024 is spent on monitoring the business environments of the positions i have held this year and i did not have to make too much changes (with the exception of rotating Huationg Global out)
The toughest year will be the year ahead and 2025 is probably a year where i have to think about what would be the right stocks to hold / what would be good replacement if stocks in the portfolio are not performing as well.
Other than that, if they do continue to perform well, i don't see any need to rotate them out.
Its safe to say i don't expect my returns in 2025 to be anywhere near 2024.
Motivation wise.........i think it is the same as previous years (Which is low). In...