Category: Portfolio Updates

Performance February was a real roller-coaster of a month. It started out with a strong rebound from the lows hit on 29 Jan, peaked around 16 Feb, then started to

Performance The Family Portfolio performed pretty well in January, up +2.5% outperforming both the S&P 500 (-1.1%) and Nasdaq (1.4%). Much of this outperformance can be attributed to higher exposure

In my last post, I revealed all the holdings in our Family Portfolio (note: there have been some changes since). In this post, I’d like to go deeper into each

Happy New Year! Here’s my very first update on our Family Portfolio. I intend to post an update like this at the start of each month to track the changes