My Stock Portfolio Performance 2Q 2023

In the tumultuous period of May-July 2023, my diverse stock portfolio not only weathered the storm but also slightly outpaced the robust Japanese TOPIX index.

An impressive overall total return of 13.21%, a CAGR that demands a second look at 56.06%, and individual stocks making waves in their respective industries – there's much to uncover in this detailed analysis. While I delve into stocks like Nintendo, which surged, and the surprising moves by Warren Buffet concerning ITOCHU, the deeper insights lie just a click away. Dive in to understand the strategies and factors behind this performance.