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I'll start with short-term performance and then move on to long-term performance, strategy tweaks, recent trades and my outlook for 2022.
Over the last few months, the portfolio's yield has really started to recover and is now back to 4%, which is materially ahead of the 3% yield you'll get from a FTSE All-Share tracker.
The future is always uncertain, but under the current circumstances, the uncertainty level is extraordinarily high.