Wednesday, 1 January 2025

2024 review

Over the course of 2024 my portfolio is up 25% in GBP (vs 8.5% for the FTSE 100), 23% in USD (vs 25% for the S&P 500), and 38% in NOK (vs about 17% for OBX).

Some highlights:

  • Berkshire Hathaway returned 29% and is still almost half of my portfolio.
  • Plus 500 was up 72%.
  • Barclays was up 80%.
  • Raspberry Pi was up 68% despite me only buying them at the end of October.
Sylvania Platinum was by far the biggest loser, down about 40%.  All the rest was only mildly up or down.

It's been a pretty busy year of buying shares:
  • ISJP
  • More Sylvania Platinum - oops
  • Kinnevik, GBL, Exor and Wendel
  • Raspberry Pi - yay
For the sixth year in succession I failed to sell anything.

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