Portfolio Update

 

The Impartial Lens Portfolio: 

We believe in a free market.

We would rather have no war, no stupidity, no crony-capitalism, no nepotism, no corruption, no political circus, no fake news and we could very well do without the other seven deadly sins. Lust, gluttony, greed, sloth, wrath, envy and pride.

In reality, we have all of the latter and we do not have free markets.

As investors we have to accept all of the above, be aware of the risks and look to see what the market gives us and play the hand we are dealt with.