It's been a relatively active year for me, buying more Aviva preference shares and making new investments in Sylvania Platinum and Vesuvius.
Performance has been OK considering the lack of tech shares:
- 9% in GBP (vs 7% for the FTSE 100 including dividends)
- 15% in USD (vs 25% for the S&P 500, I think that doesn't include dividends)
- 19% in NOK (vs 9% for OSEBX, probably not including dividends)
Star performer was TAG Immobilien, up over 100% (after falling 50% in 2022 - so I'm still barely in profit overall). Berkshire Hathaway, iShares Emerging Markets Dividends ETF and Aviva preference shares (my 3 largest holdings) all returned around 10%. Ferrexpo (my smallest holding) was a disaster, down 43%.
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