Can we go home yet...?
Friday 29th December - Daily Equity Update
This is the last update for the year, although the connotation of that feels like a cheat because I have only been doing it for a month.
Hedges? We don’t need your stinking hedges!
No changes at the portfolio level. There are some pretty big moves in rank under the surface.
Sneaky “seasonality” chart. Be careful of the left-hand side of the chart as you plan how to attack the start of next year.
Have a great New Year however you choose to celebrate. I wish everyone a safe and prosperous 2024.