Sunday, March 06, 2022

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‚Ķ  

 

2022 Performance = -6.64% with the running monthly returns as follows:

January -0.68%

February -6.00%

2 Comments:

At April 04, 2022, Anonymous Anonymous said...

so buy STZ-B? what u think of the proposal to merge both?

 
At April 04, 2022, Blogger Money Turtle said...

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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