CHS - My Value Investing Portfolio Second Update
2018 is coming to an end so it is time to analyze the results of my first full year of value investing. This will be the second article after the first portfolio introduction in September. From now on I’ll try to start off with some general remarks/ideas that were valuable or insightful during the quarter. Next I’ll discuss my buys, sells and stake increases during the quarter. I follow up with an overview of the holdings to show how the portfolio is doing. Lastly, my mistakes during the quarter will be discussed in the hope