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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