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OCA +0%, 78% of my portfolio
STLA +19.5%, 16.5% of my portfolio
PARA +20.7%, 2.5% of my portfolio
JXN +25.9%, 1.9% of my portfolio
DVA +31.7%, 1.1% of my portfolio
Total return this year 4.6% compared to the SP500 24.7% is a 20.1% underperformance. Most would look at that and say that it is a very disappointing performance, but in reality one year return is irrelevant over the long term for obvious reasons. The stock market in the short term is a voting machine whilst in the long term it is a weighing machine. So I remain unbothered entirely.
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