VSIHV

Performance: -1.8% Performance Chit Chat Top 5s  Musings Narratives And Finally

Performance Top 5s  Distractions or Bear Market excuses Am I worth it; And Finally x2

Politics: Started from Victoria, now we here; CBs: Schrodinger's monetary policy; Nobel judgement; Portfolio Matters - Macro, Performance and my confusion And Finally: Thank you MA'AM

Headline Returns: Was Good   ~15% , Got Ugly ~1%, finished at 6.5% - will settle for that 2021 Review: What the **** was that? Dogma, Diversification &  Opportunism Portfolio construction/Management Hard Work

IT CAN GET WORSE

Terry Smith's Metrics, My portfolio & the All Share; My Metrics versus the Index; Assessing potential sales - #GSK, #TSCO, #AAZ, #LSEG