December 2023 Round Up

I haven't updated this blog for a while.

Since August 2023, I've added to Cengild and RCE Capital.

RCE Capital staged a huge rally and I've benefited handsomely. RCE Capital represents a huge chunk of my portfolio.

From the remaining positions, my total return stands at 20%.

I'll probably add 1-2 more positions with my remaining capital in the future.