How to achieve optimal portfolio management

A quarterly investment performance update, Apple's menacing position in the portfolio, and why recession talk might kill your future returns

Jun 11, 2023

Hey Accumulators

Here’s what I’d like to share this week:

Results are in for the Wealth Accumulated Portfolio for the fourth quarter of 2022 and like everything else in life, there’s always room for improvement. It will likely be a pivotal moment for the management of the portfolio.
At the beginning of February, I initiated a position in Apple. Here’s how that’s going so far.
I’ve shared my opinion about the mainstream financial media quite recently on the blog. Stooping low, I described hacks as ‘like the Dementors from the Prisoner of Azkaban’. With less use of derogatory metaphorical generalizations, I offer you a new perspective on the usefulness of the MSM’s obsession with ramping up the recession talk this week, and how you can use their musings to your advantage.
Warren Buffett loves Occidental Petroleum and speaks highly of its CEO Vicki Hollub. Here is her keynote at the Ben Graham Centre For Value Investing. You can also download Vicki’s PowerPoint presentation here.
If you’ve ever wanted to start growing vegetables because you understand that the food you’re eating is not actually food, make potatoes your first crop.

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