1.08.2025

I am NOT happy with this chart

In 2024, January, April, July and October performed worse than 2023. The reason for this is that we sold some holdings in the last quarter of 2022 in favor of others and the month for payout was changed.

Even though the other eight months outperformed, which is an okay result, the competitive person in me wants ALL months to ALWAYS be better than the previous year. The forecast for 2025 suggests that all twelve months will outperform 2024 but July and October will still underperform compared to 2023.

Click to enlarge
-
Labels:

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)

Uneven distribution

As of December 31, 2024, Main Street Capital Corporation Common Stock (MAIN) is by far our largest single holding. Given that we have no int...

  • The hunt for ARR continues
    A bullish market makes the hunt more challenging. I (we) aimed for ARR in all our 4 portfolios yesterday but only managed to make purchases ...
  • Marriage duties vs labor service
    He heard but didn't listened when I once again tried to reach him with the golden date, New Year's Eve 2024. He's taken the next...
  • Important day is coming up
    At the end of August this year, the world's most perfect teenager turns 17 on the same day we celebrate our 20th wedding anniversary. Th...