Performance as of February 2021

After the nadir in Spring 2020, our portfolios have performed well.  We are up about 15% in the last three months with no incremental capital added, which annualizes to a 60% rate (ignoring compounding).

We are reviewing all the stocks as we look at performance in 2020 for tax purposes. Generally they are performing well with a couple of exceptions that we will watch (AEP, the utility stock, and GILD the pharma company).

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: