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value and opportunity
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Slow Investing, Special Situations & Occasionally Wild Punts
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value and opportunity | Slow Investing, Special Situations & Occasionally Wild Punts value and opportunity Slow Investing, Special Situations & Occasionally Wild Punts Menu About Fundamentals Investment Philosophy Performance Portfolio Privacy Recommended Reading Performance review Q3 2023 – Comment: “How tall should your hurdle be ?” Posted on 3. October 2023 by memyselfandi007 7 comments In the first 9 months of 2023, the Value & Opportunity portfolio gained +6,5% (including dividends, no taxes) against a gain of +8,3% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), DAX (30%), MDAX (20%), all TR indices). Links to previous Performance reviews can be found on the Performance Page of the blog. Some other funds that I follow have performed as follows in the first 9M 2023: Partners Fund TGV: -0,9 % (as of Sep 15th) Profitlich/Schmidlin: +12,9% Squad European Convictions 5,7% Frankfurter Aktienfonds für Stiftungen +...
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34 - flyoverstocks.com, archive.ph, asiancenturystocks.com, honest-broker.com, institutionalinvestor.com, admiralgroup.co.uk, netinterest.co, tipspa.it, hunterwalk.com, abnormalreturns.com, alephblog.com, assetguard.de, oddballstocks.com, pragcap.com, valueinvestingworld.com, wertartcapital.com, calculatedriskblog.com, crossingwallstreet.com, expectingvalue.com, footnoted.com, goingconcern.com, grahamanddoddsville.net, investingsidekick.com, marginalrevolution.com, marketfolly.com, oldschoolvalue.com, peridotcapitalist.com, thereformedbroker.com, value-shares.de, contrarianedge.com, automattic.com
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54 - s0.wp.com, valueandopportunity.wordpress.com, wp.me, s1.wp.com, wintergems.substack.com, underfollowedstocks.substack.com, aswathdamodaran.substack.com, aswathdamodaran.blogspot.com, emergingvalue.substack.com, rationalwalk.substack.com, en.wikipedia.org, valueandopportunity.files.wordpress.com, twitter.com, youtube.com, garymarcus.substack.com, commonreader.substack.com, againstthemarket.wordpress.com, brontecapital.blogspot.com, wexboy.wordpress.com, nihoncassandra.blogspot.com, egghat.tumblr.com, jeffmatthewsisnotmakingthisup.blogspot.com, longtermvalue.wordpress.com, sethgodin.typepad.com, brooklyninvestor.blogspot.com, wordpress.com, en.wordpress.com
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