- I started selling stocks in end Feb when it was clear the global COVID situation would escalate
- I started buying stocks in end March after the massive sell off and unlimited liquidity commitment from Feds
- I’ve been buying stocks consistently every month since end March
- I started slowing the pace of purchases in early Nov around the election period
After last week’s article on global macro – which was pretty heavy, I figured let’s do something lighter and more fun this week.
Quite a few of you have asked me about my portfolio returns this year.
So let’s do exactly that.
In this article, I will share my top 3 stock buys in 2020, and the 3 worst ones.
Portfolio Strategy in 2020
My portfolio strategy in 2020 was not a complex one.
I’ve been sharing my moves very publicly on Financial Horse via the weekly articles.
Essentially:
