11.20.2022

The winds of change

I had managed to collect a small amount in the form of dividends during the last week. Last Thursday I bought a small amount of TROW. As we will hopefully make many more acquisitions before the end of the year, I will not update the sheet for the holdings in the Google sheet until the end of the year. It will be a huge job.

We have de-risked all our portfolios so the pie chart will have changed significantly. It will be fun to compare against the latest, which is more than 2 years old. Some of the holdings have managed to hold on, including NRZ, which has changed its name to RITM. I might start updating the sheet earlier than I planned. It gnaws at me when I have a job lying around that should be done.

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