2017 has been a great year for the stock market in general and for our portfolio in particular. The portfolio beat the market big-time with a return of 55.5% (!) versus 19.4% for S&P500.
The portfolio still contains many very attractive spin-off stocks from various industries such as data centers REIT with huge growth prospects, the best stock in the coal industry, the cheapest insurers in the US, a very promising biotechnology company, a stock that will largelyÂ benefit from the continued Trampmania and more interesting ideas for intelligentÂ investors…
According to investors’ high optimism, I will not be surprised if 2018 will be even better than 2017. Let’s hope theÂ black swan will wait a few more years and let the market rally continue.
Have a successful year!
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