Subject: Re: 2023 end of year results
Here are my results for 2023

          1M     3M       1Y       3Y       5Y
tecmo   +2.78%  +10.32%  +30.39%  +11.79%  +18.45%
SPY     +4.54%  +11.69%  +26.29%  +10.00%  +15.69%

 
US Index        27%
MSFT		16%
BRK		15%
Global Index	15%
GOOG		 9%
AAPL		 5%
Other		 4%
TD Bank		 2%
DG		 1%
AMZN		 1%
DIS		 1%
CASH		 0%

Another year of index beating returns, which is the goal.

I posted elsewhere that my US Index holdings are a mix of

SPY  : 60%
RSP  : 20%
QQQE : 20%

I traded less than typical this year, the DG investment and adding to GOOG were the primary trades. Sitting on essentially 0% cash, which is unusual but in hindsight it was a good year to be fully invested - especially in DG and GOOG which have turned out very well for me.

BTW: My general objective is to beat the SPY by "a few points" each year. The big drag on the portfolio this year were the Global Index funds - which were up on average around 10% and BRK which was up 15%. It was a strange year that I was able to beat the index with 30% of my portfolio under performing by a significant amount.

tecmo
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