2024-07-01 14:47:51 ET
Summary
- Portfolio performance for first half of 2024: +55% (+575K in portfolio dollars) compared to +1.73% for Russell 2000.
- Realized winners include BuzzFeed, Inc. and Arq, Inc., while Barnes & Noble Education was a big loser.
- The article discusses small cap and micro cap investments, and the concept of first mover advantage.
It is that time of the year again, report card time. In markets, this is often measured semi-annually and annually....
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For further details see:
Don't Reinvent The Wheel: First Half Portfolio Performance