Commentary Portfolio review Largest positions Size-weighted gainers/losers Commentary For the year 2023, my primary portfolio beat the S&P 600 by about 100bps, under-performed vs the Russel 2000 by about 300bps, and beat the IWC iShares Microcap ETF by 500bps.
Portfolio review 2023, annual
Portfolio review 2023, annual
Portfolio review 2023, annual
Commentary Portfolio review Largest positions Size-weighted gainers/losers Commentary For the year 2023, my primary portfolio beat the S&P 600 by about 100bps, under-performed vs the Russel 2000 by about 300bps, and beat the IWC iShares Microcap ETF by 500bps.