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The Contrarian Investment Portfolio: Status Entering January 2025

The Contrarian Investment Portfolio: Status Entering January 2025

December was not a great month for the portfolio but there are reasons for optimism as 2025 -- and the second Trump term -- dawns...

Jan 01, 2025
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The Contrarian Investment Portfolio: Status Entering January 2025
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This monthly posting supplies a full run-down of The Portfolio status — largest holdings, performance, outlook, and even thoughts from the Portfolio Manager!

Here is the link to last month’s edition.

‘Trump 2.0 and the uncertainty entering 2025’ (by author via Grok AI)

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