Panda Portfolio Review

Week of 16-20 December

Good Afternoon,

I hope you have checked out the pensions piece I put out earlier. It was a part of the strategy note, but I figured It can stand on its own, and probably easier to reference it in the future.

As usual Portfolio stuff is strictly for the paying subscribers, so do please consider upgrading to paid if you are in fact interested.

**Important Reminder: Nothing in this Substack is Investment Advice. This information is provided for informational purposes only and does not constitute financial, investment, or other advice. Any examples used are for illustrative purposes only and do not reflect actual recommendations. Please consult a licensed financial advisor or conduct your own research before making any investment decisions. The authors, publishers, and affiliates of this content do not guarantee the accuracy, completeness, or suitability of the information and are not responsible for any losses, damages, or actions taken based on this information. Past performance is not indicative of future results.**

What follows is a discussion of the portfolio for the week ending Dec.20.