In the first 6 months of 2021, the Value & Opportunity portfolio gained  +14,7% (including dividends, no taxes) against a gain of +13.8% for the Benchmark (Eurostoxx50 (25%), Eurostoxx small 200 (25%), DAX (30%), MDAX (20%), all TR indices). Links to previous Performance reviews can be found on the Performance Page of the blog. Some other funds that I follow have performed … Continue reading PerfOrmance Review Q2 2021 – Comment “Expectation Management”