One of my favourite songs there. Just something about it that...

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.