OCT-NOV Portfolio Update: Substantial changes needed to happen

I had to withdraw 55k from my portfolio for a downpayment for a real estate buy. It hurted.

Antarctic Circle Capital

Nov 26, 2023

∙ Paid

OCT-NOV Portfolio Update: Substantial changes need to happen

Period return: 5.25%

YTD return: -11.07%

Hello dear readers,

I hope this update finds you well. As we navigate the dynamic landscape of the current small cap environment, I wanted to take a moment to share the latest developments in my investment portfolio.

Recent Performance: Over the past two mon…

Antarctic Circle Capital

OCT-NOV Portfolio Update: Substantial changes needed to happen

I had to withdraw 55k from my portfolio for a downpayment for a real estate buy. It hurted.

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