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Scorecard 2021

 

2021 is a 3rd straight year which ended in gains in stock markets. It was remarkable year with notable developments due to mutations in the original virus from Wuhan which continue to wreak havoc in people’s lives. Massive inflation, supply chain shortages and tight labor market became the top drag on economy.

My scorecard did not do well (14.9 %) compared to broader index of S & P 500 (26.6 %) mainly due to large cap exposure which I recommended in form of ARKW and IPO.

My bet on growing data center real estate paid off handsomely in form of CONE, DLR and COR

Crypto still ended in profit for 2021.



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