DOCS - 2023 In Review: Portfolio Performance And Holdings
2024-01-22 12:08:15 ET
Summary
- 2023 is over, and it's time for my annual review of my portfolio.
- I was able to outperform the market by a few points this year, despite lacking any megacap exposure.
- Below, I review the theses and upcoming catalysts for each of my holdings.
2023 is over, and with it my fourth year of publicly tracking my portfolio and its performance. It was anyone's guess what the year would look like as the stock market came out of a significant downturn. Interest rates were still rising, inflation was still at the top of most people's minds, and many were predicting an entrance into a significant recession. But the market has a way of humbling people, and 2023 saw a furious market rally, buoyed by strong economic data, likely the end of rate hikes, and the emergence of generative AI as a new groundbreaking technological innovation....
2023 In Review: Portfolio Performance And Holdings