From what I’ve seen, his portfolio goes through cycles but it pretty well follows the market, he bought most of his shares during the stock market recovery after covid.
so he’s up something like 9 or 10%.
Maybe he’s done it a little smarter as he knows the market will (and has) recover from the pandemic?
Id say if he doesn’t change his strategy soon then his slow and steady gains will become much slower...
Each to their own though I suppose.
ICI - record sales; cash flow positive current quarter; China launch, page-118
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