The Contrarian Investment Portfolio: Status Entering November 2024

A poor month of returns sees the portfolio's underperfomance to the S&P widen..

Oct 31, 2024

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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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