Marc’s 2023 Annual Performance Review

January 2024, Newsletter The end of the year is always a great time to reflect on one’s life and even more importantly, one’s portfolio. In a nutshell, my portfolio returned 21.86% but surprisingly, it did not beat my SP500 benchmark (24.23%), which is always the goal.  Thankfully, I lagged the market only by a small … Continue reading Marc’s 2023 Annual Performance Review