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Note:This article was originally published January 9, 2019 on Cash Flow Kingdom, a Seeking Alpha subscription service.
My portfolio is mainly composed of insurers, as I consider that the place where I can add the most value. Due in part to my profession as an actuary, I understand how an insurance company makes money. That’s why I decided to focus on writing articles on insurers and putting my money where my mouth was.
In 2018, my stock portfolio had a poor return, -10.7%, primarily due to a significant pullback in December (-11.7% in December