That 35% return beat every single stock mutual fund with a B– rating or better during the first half of 2020, with the next closest managers returning 27%, 24%, 24%, 21% and 19% respectively. (source: Investors.com)
But not everything is good. My Conservative Growth Portfolio ended the first half with a –1% return year-to-date.
I have made some mistakes with the value stocks. These mistakes are really from selling stocks too soon, then watching them run higher.