Q1 – Letter to the investors To the shareholders of the Long Haul Portfolio (wife, son and daughter): A late Q1 update, the first 3 months of the year have been pretty busy, leaving me very little time to even look after some of the positions in the portfolio, let be write about it! But… Read More Q1 2024

Another year went by… I struggle to sum up 2023, pretty much because internationally it has been a quite “uneventful year” if we compare it with 2022 or 2021. We have a new major conflict, this time in Israel, and the war in Ukraine still goes on, at a very slow pace, but it’s still… Read More 2023 – Year End and way forward

Q1 – Letter to the investors To the shareholders of the Long Haul Portfolio (wife, son and daughter): Four more months have passed and here we are again, updating data and wrapping 2023 up for good. To be honest we did wrap the year up already, yesterday to be precise, but a more detailed look… Read More Q4 2023

Q1 – Letter to the investors To the shareholders of the Long Haul Portfolio (wife, son and daughter): Also Q3 is at its natural end, I guess that life-wise it’s the best quarter as it involves most of the summer and the holidays. So now we are entering the less (weather speaking) hot part of… Read More Q3 2023

Q1 – Letter to the investors To the shareholders of the Long Haul Portfolio (wife, son and daughter): Nothing major to report in Q2 2023 for the LH portfolio. International tensions are still there and it looks like they are going to stay for quite a while. As I kind of hinted in the Q1… Read More Q2 2023

Q1 – Letter to the investors To the shareholders of the Long Haul Portfolio (wife, son and daughter): Managing the LH Portfolio is undoubtedly a great honor and a great burden at the same time. I feel the responsibility of managing a demanding audience such as yourself, but this is a great drive to try… Read More Q1 2023

Another year went by… 2022 is history now, it surely was an eventful year, especially for the world. A war in Europe, or let’s say “almost Europe”, was something that I never thought possible in my lifetime, but as a matter of fact I was sadly mistaken. That has to be the the headline, in… Read More 2022 – Year End and way forward

A General Overview Very little happened, Christmas is clearly a major attention hog for the whole family, but we’ve been sick most of the holidays (as usual I’d say), so it’s not like we did something worth writing about… LH FUND Explanation of terminology and graphs is HERE. Let’s see the numbers: Month TR YTER… Read More December 2022

A General Overview Nothing much happened, illnesses, diseases and tantrums are getting the stage recently. Not a great month I’d say… LH FUND Explanation of terminology and graphs is HERE. Let’s see the numbers: Month TR YTER NYYoC Forex 31 Dec 2014 0.00% 0.00% 0.00% 0.00% 31 Dec 2015 -3.33% 1.22% -0.13% -1.00% 31 Dec… Read More November 2022

A General Overview I mentioned before how the start of schools marked the potential period of relative more freedom and much needed coming back to a very limited social life, which we had to put on hold. Well sadly, as October started so did all the kids related diseases and illnesses, which meant even more… Read More October 2022