Annual performance update returneth - year 11

Mad out there isn't it? Tarrifs on/off/on/partially off/on... USD/SP500/Gold/US10/Bitcoin all yoyoing like crazy. Seems a good moment to be slightly reflective. I skipped my annual performance update last year, a little sad given it was my tenth anniversary. Mainly this is because it had become a lot of work, covering my entire portfolio. The long only stuff is especially hard, as all my analysis…