With no quarterly report to speak of during all of 2022, it’s a bit silly to split up the past year now, especially since it would be challenging to find the exact numbers of my crypto positions; instead, I’ll be giving you a long-awaited update on my personal portfolio for the entirety of 2022!
While I still reported the first half of 2021, ever since my daughter came into my life, I lacked time to create a Q3 report. This report will thus be for the last half of 2021, i.e., Q3 and Q4.
After 6 years and 1 month or 2243 days, I finally ended it. I ditched my actively managed portfolio at Beobank. While the performance was decent, it was nowhere near as good as my own portfolio nor even the performance of the popular All-world tracker VWCE.
One of the earliest individual stock purchases on my fight towards FIRE was Kinepolis (EBR: KIN). It’s one of many satellites in the core-satellite strategy I have built over the years, and after all the hype AMC received this year, I wrote this post to clarify why I held on to them for so long and will remain to do so.
Dear reader, please be aware that this post was originally written in 2021. Any information from that time is in 2026 outdated. Be aware when reading this post that most of not all of this does not apply to the company in 2026.
With the pandemic in the West almost behind us, Q2 turned out to be pretty good investment-wise. I made nice gains even though I didn’t make any deposits to my investment accounts.