As it is getting towards the end of the year I thought I would do my traditional performance piece.
I am at roughly +49% ytd. A reasonably good performance – though as ever there was lots that could have been done different / better. That is with a cash/gold/silver position of c30% for most of the year, though at times I have been slightly levered, I am also helped by keeping cash out of sterling.
The long term performance chart is below:Continue reading “2020 Full Year performance +49%”