✅4Q23 Truffle Portfolio Investors' Letter  

As the year end draws near, it is time for another Investor Letter for the Truffle Portfolio. 

Year to date, the Truffle Portfolio has achieved 23.51% on average vs SP500 18.53% as of writing (6 Dec 2023). 

I am very happy to share that the portfolio has delivered market beating returns in 2023. We are humbled by all our investors’ support and reaping the fruits of our hours and hours of research. We will continue to strive to find great companies and great prices for our investors as we believe that is the best and safest way to grow our wealth in the long term.

In this investor letter, I will provide you with my view of 2024 and what are our actionable steps as your portfolio manager.

If you are keen to find out more about Truffle Portfolio that I managed for more than 200 investors, check out www.investwithpete.co

Regards,

Pete