Am I the only one here who's had a rubbish first Half of the year?

[SharperDingaan]

1 hour ago, TwoCitiesCapital said:

Biggest holdings are Fairfax, Fairfax India, Exor, Bitcoin, Prosus & Alibaba, and Molina Healthcare. 

All have been miserable to flat YTD. 

 

BTC leg of a mid Feb pair trade sold at around USD 89K (via a BTC-ETF), the o/g leg put on shortly before the Iran war. While analytics helped with the decision, the reality is that much of it was luck ... and exposing ourselves to it (tail risk). Long straddles .....

 

Good luck.

 

SD

Edited 1 hour ago by SharperDingaan