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2024: Performance & Activity Update
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2024: Performance & Activity Update

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Value Stock Geek
Jan 01, 2025
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2024: Performance & Activity Update
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Happy New Year text
Photo by Crazy nana on Unsplash

Happy New Year!

Today, I will share a quick update on my year-end portfolio and reflect on my performance throughout 2024.

Later this month, I anticipate needing to sell or trim some positions. Being fully invested means I’ll need to identify strong candidates to replace them.

This is why I will first need to revisit my watchlist and assess new potential opportunities. I will likely post a watchlist update in the next few weeks for every company I’ve deemed to be ‘wonderful.’ From there, I’ll compare these candidates to my current holdings and make thoughtful decisions about which positions to adjust or replace.

In the coming weeks, I’ll also share a detailed ‘portfolio checkup,’ where I’ll evaluate each position through the lens of a business owner. This update will complement my upcoming watchlist insights and may lead to related trades.

Today's article offers a comprehensive overview of my performance, recent trades, and the current composition of my portfolio, analyzed from a macro perspective.

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