VOD - End Of 2024 Review - Disappointing +8%

2025-01-07 11:59:00 ET

Summary

• I am up about 8%, though it honestly feels far, far less, with BTC up 100%+ and Nasdaq up 30%, I am far off the pace.
• Performance has been extremely volatile, particularly after the Trump election.
• I have vaguely considered more tech and had the odd tech investment - Playtech.
• Gold has done well for me – large weight, up around 25%, gold miners haven’t kept pace, surprisingly.

As ever, thought I would do my usual end of year review.

Hasn’t been the best of years for me, doing value investment with a skew towards natural resources was pretty much the exact wrong sector to be in. I am up about 8%, though it honestly feels far, far less, with BTC ( BTC-USD ) up 100%+ and Nasdaq up 30%, I am far off the pace – if you view it like that. Still not tempted to join the madness – not my scene, but big changes to my portfolio are needed next year....

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