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Yesterday, I did a bunch of portfolio spring cleaning. This was long overdue, I might add. And unfortunately, this year's version of spring cleaning was particularly expensive, costing me $10K (400 Bps) in realized losses as I finally made peace with selling small legacy bets (investments made in 2019 or early Q1 2020 pre Covid-19).
As readers may recall, since returning to writing on SA, back on April 5, 2020, after a 14 month sabbatical, I have taken Ray Dalio's 'Radical Transparency' pledge. Now, like the ingenious 'ice bucket challenge', which was a great way