After rate-hike upheaval in 2022, markets in 2023 offered a nice rebound. The year also contained the five-year anniversary of Conover, a welcome opportunity for reflection. In this letter, I:
1. Review investment results from the last five years (time to do better!)
2. Review hits and misses from five years of newsletters
3. Offer a defense of the "Magnificent Seven"
As always, I look forward to hearing your thoughts, comments, and criticisms. Please feel free to share this letter or reach out to me for further discussion. Click below to read the letter:
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