Short Term Trading - Weekend Lounge: 30 Jun - 2 Jul, page-66

One of my favourite songs there. Just something about it that ticks all the boxes for me.

Last FY was definitely a tale of two halves for me with my change in strategy at the New Year to focus more on IPOs and "conviction holds" tanking spectacularly. I ended giving up all the gains of the first half with a good chunk of that due to GMC but more so my own shortcomings in culling poor performers and waiting for the conviction holds to convince which they did not. Maybe I was lulled into a false sense of security seeing that I navigated last EOFY well and with money, work, personal and legal issues swamping me, I lost focus from around Feb/Mar. So definitely something to work on. I guess this is the start of Portfolio 3.0 for me as I try and make amends.

But so glad that past 6 months is over. Looking for a relief rally on most of my beaten down holds.