Feb 2024 - Real Real Estate

Jesper Bæk 3/1/24 Jesper Bæk 3/1/24

Feb 2024 - Real Real Estate

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Dec 2023 - The Grand Rebalancing

Jesper Bæk 12/29/23 Jesper Bæk 12/29/23

Dec 2023 - The Grand Rebalancing

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Nov 2023 - The Grand Plan

Jesper Bæk 12/1/23 Jesper Bæk 12/1/23

Nov 2023 - The Grand Plan

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Mar 2023 - One portfolio to rule them all

Jesper Bæk 4/1/23 Jesper Bæk 4/1/23

Mar 2023 - One portfolio to rule them all

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Feb 2023 - Good news despite the bad

Jesper Bæk 3/5/23 Jesper Bæk 3/5/23

Feb 2023 - Good news despite the bad

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Jan 2023 - Market Euphoria - a reason for concern?

Jesper Bæk 2/5/23 Jesper Bæk 2/5/23

Jan 2023 - Market Euphoria - a reason for concern?

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2022 Year in Review: Learning by Doing

Jesper Bæk 1/9/23 Jesper Bæk 1/9/23

2022 Year in Review: Learning by Doing

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Dec 2022 - Time to clean my wounds

Jesper Bæk 1/3/23 Jesper Bæk 1/3/23

Dec 2022 - Time to clean my wounds

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November 2022 - The Buffett Effect

Jesper Bæk 12/2/22 Jesper Bæk 12/2/22

November 2022 - The Buffett Effect

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July 2022 - Up, up, and away!

Jesper Bæk 7/30/22 Jesper Bæk 7/30/22

July 2022 - Up, up, and away!

July has been a month of great recovery. I look at earnings of some of my biggest holdings and news out of Unity and 3M.

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