Margin of Safety Investing

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Q1 2022 Portfolio Update

www.marginofsafetyinvesting.com

Q1 2022 Portfolio Update

performance reviews and reflections

Simon Handrahan
Apr 3, 2022
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Q1 2022 Portfolio Update

www.marginofsafetyinvesting.com
Portfolio as of 01Apr2022

Performance

The 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…

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