John Doe Portfolio Update
A Long Overdue Update On The Managed Account With A Side Of Quick Thoughts On Yesterday's CCC Hearing For Sable
The last several days (and weeks really) I have spent a lot of time on the phone, but I figured it was time to write a long overdue update on the John Doe Portfolio. For subscribers that are newer to the Substack, I manage a couple of accounts for family members and a portfolio for the so-called John Doe. He has generously allowed me to write what I’m doing with his portfolio as long as I keep him anonymous. The account is basically flat since the last update. The bloodbath in April wasn’t much fun, but the account has rebounded nicely since that point and is up roughly 40% since the bottom. Below is the last update on the portfolio.
