On... 2022

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2023 marks the beginning of the sixth year of my investing. 2022 was a catastrophic year for me. It started awful and continues to dump towards the end of the year.


The environment was tough, with many hedge funds facing poor returns. ROI for my overall portfolio is 1.5% (ROI since inception). For the latest Portfolio Updates, see Portfolio Update. 


There is no big changes to my investing or trading in 2022. Perhaps my planning/design has come to an end and thus after 5 years of investing, I am in the execution phase. No doubt I will make minor changes from time to time but I believe the core of the strategy is already in place.


The best performer in my portfolio so far is PLS (+82% ROI since inception). That is not bad considering we're in a bear market. PLS is a lithium company and although Tesla has pulled back a lot from its all time high, the green energy revolution may still be in play.


The worst performer in my portfolio is EXL (-98% ROI since inception). It has been down for a long time and failed to rebound. It seemed that the cannabis space was a bubble and a speculative class after all.


What does my crystal ball tell me about 2023? I feel like the bear market will persist until the FED starts to ease. That may take some time as they are still in a hiking cycle.


Despite the bearish sentiment, I continue to trade whenever my signal says so and I also continue to accumulate NFT's.






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