I spent much of last year's portfolio update covering my allocation rules and how they helped me to buy low during the late 2018 selloff. Since all of those rules remain in place today, I'll keep this year's update more interesting by focusing on my biggest gains, losses and trades of the year, and what I learned from them. I'll examine the factors that went into my portfolio's 21.8% return for 2019, from overall investment style down to individual stock picks.
Buying Low, Selling High
As shown below, my asset allocation's gotten more conservative since