Portfolio heading into 2025

Full year 2024: +70.6%, Q4 2024: +17.7%

Happy New Year everyone. 2024 results and the portfolio heading into 2025 is below. I should point out, since yesterday I have another 12% of VAL 0.00%↑ and EC 0.00%↑ in another account, so if you take my entire exposure together, VAL is my biggest position as we’re heading into the new year. However that 2nd account also contains another 1% of RGS 0.00%↑, 1% of SOC 0.00%↑ and 1.5% of $DRX.TO … so that really all these names are roughly similar in terms of size.

All the best for 2025 to all of you!

Friendly