5.20.2024

More or less spot on

Our previous risk-taking behavior cost us a fortune as a result of the pandemic, Covid-19. We were well aware of our risk-taking but being able to predict the pandemic was about as likely as a snowball's chance in hell. After the pandemic, we reduced our risk-taking in all portfolios except the world's most perfect teenager because we have always taken a more conservative approach with his savings. Despite a significantly less aggressive strategy over the past 2 years, the portfolios have beaten the ATH several times during that time.

The increasingly weak Swedish krona contributes to a higher net dividend, which means that even the chart where I exclude extra dividends and adjust for purchases and sales will have a higher outcome than forecast. According to my calculations, the outcome would be higher from April 2024, which it was. The weak crown naturally also affects the other 2 charts. Since I include the extra dividends in them, the outcome should be higher than the forecast from the first month of the year.

The outcome for April 2024 was better than I expected, May 2024 will most likely be more in line with my calculations. That is, higher than the forecast but not as much above as April.

No comments:

Post a Comment

Why can't it just work?

We are still missing the dividends as of December 31, 2024 regarding BlackRock TCP Capital Corp. Common Shares (TCPC) in our endowment insur...