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Portfolio Update
($) Less is More: 2023 Annual Letter
Welcome to my first annual investment letter – a deep dive review of my performance from the previous year and some honest reflections, professional and…
Jan 12
•
Kevin Xu
19
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($) Less is More: 2023 Annual Letter
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($) Q3 2023 Letter: Sideways Market Continues with More War
"War is always bearish on money.” -- Philip Fisher
Oct 18, 2023
•
Kevin Xu
8
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($) Q3 2023 Letter: Sideways Market Continues with More War
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💸Q3 2023 Performance Update
With Q3 officially behind us, I would like to share a quick update on the Interconnected portfolio’s quarterly investment performance update, as we have…
Oct 5, 2023
•
Kevin Xu
9
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💸Q3 2023 Performance Update
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🤑H1/Q2 2023 Performance Update (and a Poll)
Should I start a separate investing-focused newsletter for an investment-focused audience?
Jul 29, 2023
•
Kevin Xu
10
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🤑H1/Q2 2023 Performance Update (and a Poll)
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Q1 2023: Performance Update
Circle of Competence Breeds “Gumption and Patience”
Apr 27, 2023
•
Kevin Xu
10
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Q1 2023: Performance Update
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Interconnected Annual Letter 2022
Be Flexible Within Circle of Competence
Jan 9, 2023
•
Kevin Xu
11
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Interconnected Annual Letter 2022
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