Share this postMargin of Safety InvestingQ1 2022 Portfolio UpdateCopy linkFacebookEmailNotesMoreQ1 2022 Portfolio Updateperformance reviews and reflectionsSimon HandrahanApr 03, 2022∙ Paid8Share this postMargin of Safety InvestingQ1 2022 Portfolio UpdateCopy linkFacebookEmailNotesMore2SharePortfolio as of 01Apr2022PerformanceThe portfolio was down 8% over the first quarter. This is in the same ballpark as the S&P 500 which is down 5%. I’m not sure if this means anything over such a sho…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign in