YWR: Q1 26 Performance Review

I miss the $ debasement trade.

Let’s review the Q1 performance of our two portfolios (Dirty Dividends and Cash Dragons) as well as the overall liquid allocation.

The purpose is a no BS quarterly review of what’s working and what’s not. Plus share my thoughts/reactions.

I also always want to be clear which ideas I own and which I don’t. As in ‘Has he put …