YTD returns, portfolio rundown (and story about boss)

YTD and COVID performance I have been a bit busy in work during the COVID mayhem, so I haven't been writing for a while. I'm down 10,4% YTD. Those leveraged retail and restaurant plays in Outre-Mer territories and Portugal going in almost got better of me. I was down over 30% at worst with almost … Continue reading YTD returns, portfolio rundown (and story about boss)

I’m all over the place

Busy day today, bought some Jedat before the Japan close, then tiny positions to FNAC in France and Unicret in Italy during the day, and now Capri Holdings before the US close. And yesterday I was in Singapore and Vietnam (bought some more PYN Elite). I think I will increase my emerging Asia allocation more … Continue reading I’m all over the place