Performance review Q1 2024 – Comment: “Contrarian Investing – Easier said than done” In the first 3 months of 2024, the Value & Opportunity portfolio gained +3,2% (including dividends, no taxes) against a gain of +6,0% 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 https://valueandopportunity.co....m/2024/04/15/perform
