Investing City Year End Review

Ramblings on 2024...

Frankly, 2024 was an easy year to do well in the markets. The S&P was up about 25% and many stocks were up much more. Tesla and Axon were the biggest contributors for the portfolio while TransMedics and Alarum were the largest detractors. The main lesson from TransMedics was probably just position sizing through a period where there’s a good chance that…