- Published at
- by valueandopportunity.com
mixed
mixed
My 23 (+1) stocks for 2025
Following an annual tradition since 2013, by the end of the year, I review my portfolio by writing/updating very short summaries for each individual position. 17 of the 23 positions from last year are still in the portfolio and I have added 6 new positions. That turnover has been mostly driven by reviews (Admiral, ABO…