The Contrarian Investment Portfolio: Status Entering December 2024
November was a good month for stocks and a good month for the portfolio but Trump's election has brought volatility and bursts of panic...
The Contrarian has received numerous requests for a full ‘look through’ into The Contrarian Portfolio©️ in its entirety. He is happy to oblige his esteemed subscribers with this request. This monthly posting supplies a full run-down of The Portfolio status — largest holdings, performance, outlook, and even thoughts from the Portfolio Manager!
Right, monthly. Here is the link to last month’s edition.
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