Clark Street Value

Another ugly year for me, that's three of the last four.  My portfolio was down -5.93% on the year, compared to a positive +17.91% for t...

I joke that any large recurring conference call is incomplete without the host commenting on how quickly the year is progressing, but here w...

Welp, it was bound to happen, but I underperformed the broad U.S. market by an embarrassing amount this year.  My portfolio lost -6.39% comp...

** Note, I'm a little late in posting my mid-year review as I was unplugged a bit for the last couple weeks.  Back dating the post to it...

Markets have seen quite the rally in the past two months, my portfolio followed along, pulling my returns for 2023 up to 38.54% for 2023 ver...