It’s time to stop skipping around. I have a year to make, and being up only ~20% so far isn’t in the final plan. My last few years have been volatile, with me longing for the heat of 2009 and 2010, where I was able to return absurd percentages.
My last year’s numbers would have been stellar, if not for what preceded them.
So far, I’m holding a good gain, but looking at what the market has done largely by itself, it’s not enough. Volatility in my small number of positions keeps holding me back. But I can feel the chips falling into place.
The multifamilies are ramping hard now. People are figuring out that there’s gold in the coal.
I’ve had a very successful year trading around positions. This is only marginally reflected because the summer brought sell offs in my holdings. If I can get some big rallies in a few of my core themes, this year could run +40% very easily.
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