Author: The Bedokian Portfolio

Again, one of my “chanced upon this article and I have to write about it” blog post, this time from this article: “Warren Buffett closes in on Cathie Wood as tech stocks tumble.1”   Inside, it described about the relative performance between Buffe…

I came across an interesting article that goes like this: “Everything Wall Street got wrong in 20231”   It described that, among other things, at the end of 2022, high profile analysts from big investment banks and fund houses gave a gloomy outloo…

A Happy 2024 to everyone! In this post about our portfolio pivoting, I had briefly stated that we had identified an age where we would “step-down” from our day careers and move on with roles of lesser responsibilities and/or more personal time (a….

Time really flies like an arrow, and we are now nearing the end of a rather tumultuous year. Here I will share my views for the past year, my opinions of the coming year and an update on Bob’s portfolio. 2023 Review   2023 was a roller coaster rid…