I achieved a return of 34.3% in 2023 compared to 24.1% for the S&P over the same period. The portfolio performed quite well in 2023 on an absolute and relative basis. After the drawdown experienced in 2022 after the Covid bubble of 2020 and 2021, it was pleasing to see the portfolio rebound in 2023 and hit a new all time high value.
Excellent annual review! I hope you'll reach your goals in 2024 and thanks for your insights into Adyen last year.
Thank you Kevin. Happy New Year.