YWR: Q2 Performance Review
It’s Accountability Day.
Are these YWR ideas any good?
Today we review the performance of the YWR portfolios through 1H 2025. This is the performance of the actual positions we own, because some things we write about but don’t own.
As a recap Dirty Dividends was a portfolio we started in 2022 to buy hated European stocks trading at a valuation extreme. …
