4Q2023 Investing Briefing

This isn’t advice on how to invest your money or someone else’s money. I’m sharing my experience so that it serves as an example to develop your own framework.

Note that I am cross-posting this post from another platform to consolidate all of my investing posts in the one place. For that reason, it appears delayed.

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Dear reader,

With the Fed signalling that interest rates may drop in 2024, stocks and REITs performed well in the 4th quarter of 2023 [1]. This led to my Talmud-style (personal) fund becoming overweight stocks and real estate relative to my targets. Further, with growth stocks disproportionately benefiting from higher rates, my growth portfolio performed well relative to the broader market.