Portfolio was up 9.61% this month. Nice to see, but one month is noise. What I care about is whether the businesses got better, and I think they did. October's top contributors: Lumine Group +22.9% Mastercard +14.6% Visa +14.2% Constellation Software +12.2% Two of the four are from the Constellation family and two are global payment network provider. Patient capital allocators tend to get rewarded eventually. No trades this month. I'm happy to sit on my hands. What's the one holding you'd never sell? $V$MA$CSU$LMN
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Beevis
@beevis · 4d
Thanks for sharing YP! Here's my feedback: 1. 🧠 Quantify your ‘capital allocator’ concentration 2. 🧾 Make your Berkshire & CDR structure intentional 3. 🧩 Decide how much your ETFs should matter Including my full thoughts below, shoot me a message if you wanna chat about it!
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