6 Comments
Dec 30, 2023ยทedited Dec 30, 2023Liked by Wesley

Out of interest what are you using to track your portfolio?

I'm guessing you have holdings in multiple currencies (GBP, USD, etc) and as a UK investor potentially a mix across multiple accounts (ISA, GIA, SIPP) and potentially brokerages.

I'm on the hunt for a good solution but haven't had much luck

Expand full comment

Fantastic read. Well thought out strategy and insights, looking forward to 2024 ๐Ÿ‘๐Ÿ“ˆ

Expand full comment

That's one excellent annual review! Thank you for the transparancy.

Expand full comment