Hi

✅4Q23 Truffle Portfolio Investors' Letter 

Every quarter I write an letter to my investors in my Investment Portfolio - "Truffle Portfolio". These are my clients who put their funds with me and I invest for them. 😊

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). 

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 want to see how I invest and what are the companies I selected, you can download the investors’ letter here: 

Download Investors' Letter

Regards,

Pete