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).
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