Thanks for supporting 3-Minute Breakdowns. In this week’s review I catch up on changes in my portfolio and go over my latest positions. My intention with this porftolio is to ‘collect’ good businesses bought at attractive prices and hold them for the long term. I also regularly add new capital. Usual disclaimer applies, I’m not a financial advisor or professional investor. These are my personal opinions not recommendations.
Catching up
It’s been an eventful and volatile week with some big moves for some of my stocks.