Investors, 2023 is slowly coming to a close, so I'd be interested to know what % your portfolio has appreciated this year.
I still have quite a few losing positions in my portfolio, but even so, my portfolio is up a little over 10% this year.
10M
Investors, 2023 is slowly coming to a close, so I'd be interested to know what % your portfolio has appreciated this year.
I still have quite a few losing positions in my portfolio, but even so, my portfolio is up a little over 10% this year.
So the Patria app shows me a total of minus 31% which sounds scary at first glance, but you have to consider how it was created. First of all, almost all of the positions in Patria were created by profits from the sale of Tesla stock. When I switched from Savings Bank to CSOB. Tesla sales were at almost OTH and if I had been buying instead of selling at that time the minus to today would probably be even bigger.
I'm +14% this year, but I still have quite a few losing positions. Hopefully I'll get rid of them next year :)
Long term I have 13% and trading 42%