[End of Jul Update]
The market rallied the first 3 weeks of the month and the portfolio was up more than 10% at one time, however the last few trading days was rough and the portfolio gave up half of the gain together with the general market. At the time of writing, the portolio is up by about 5% for this month.
There have been plenty of memorable winning trades, but I know there’s still room to improve. I’ve sold some winning positions too early, while holding onto losing trades longer than I should have. In the months ahead, I aim to correct these missteps and enhance the portfolio’s performance.
Regards,
Can
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A rollercoaster month, reminding us that managing a portfolio requires as much discipline as analysis.
"The game of speculation is the most uniformly fascinating game in the world, but it is not a game for the stupid, the mentally lazy, or the get-rich-quick adventurer." - Jesse Livermore... Show More
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