February 2022 Performance
Who would have thought that there would be a major geopolitical event that takes over the market? I really thought that one side was going to fold without a war breaking out. I managed to survive February with a 6% decline, which is not bad considering the carnage in the tech sector. My big loss has been Ginkgo Bioworks, which will be under pressure for a while. Ginkgo Bioworks is one of my moon shot investments so it will take a few years to see if it does go to the moon or gets vaporized. With the stuff going on out there, portfolio performance is secondary…
Hoping for a peaceful resolution…
2022 Performance = -6.64% with the running monthly returns as follows:
January -0.68%
February -6.00%
2 Comments:
so buy STZ-B? what u think of the proposal to merge both?
I don't like it. Giving the Sands family to convert 1 of their class B for 1.35 of the class A. That's too high of a dilution for my taste.
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