This post will be updated again later.
This was a transformational year for the way I think about investing. This had some drastic effects on my portfolio. In particular, I sold almost everything I did not have a good grasp on.
This year I started with 50% cash in my portfolio and it has built up through the year. I now have 70% of my portfolio in cash.
Meanwhile, the portfolio value has gone from 75,000 at the beginning of the year to 115,000 at the end. Taking out the 20,000 cash which I put inside the portfolio, the performance has been close to 20%. Interestingly, given that I was only 50% in stock, the performance has been more like 40%. But this probably is cheating.