Margin of Safety Investing

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Q4 ‘21 Review and Top 10 Holdings

www.marginofsafetyinvesting.com

Q4 ‘21 Review and Top 10 Holdings

Portfolio review and current behavioural focus

Simon Handrahan
Dec 19, 2021
7
Share this post

Q4 ‘21 Review and Top 10 Holdings

www.marginofsafetyinvesting.com

Performance

The performance of the portfolio has been just less than flat. The performance over the previous year (and essentially the same as YTD) has been good around 47%. For clarity, the way my b…

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