Sabre Arc Capital July 2024 Review
July 2024 | $1,053,182
Greed and fear are the strongest emotions in the market. Nobody likes to watch others make more than them. And we hate losing more than we like winning. - Adam Smith, The Money Game
Portfolio Total
Sabre Arc ended the month of July with $1,053,182, much higher than the total at the time of this writing.
Portfolio Activity
Perhaps to the annoyance of my partners, we continued to allocate to our Disney position.
This month, the fund received a record total of $1,371.85 in Dividends and Interest. It has been fun watching the income compound over the years; in 2018, we received $1,400 in total income for the year, and we almost hit that number in a single month!
Portfolio Allocation
This heat map has been a constant reminder that we have a substantial Disney position in the red.
YTD Returns
Thus far, in 2024, our fund has earned $110,602, with $105,358 in capital appreciation and $5,244 in dividends and interest.
Check out the previous Becoming Berkshire issues:
Issue 7| 1965 - Hostile Takeover
Issue 6| 1964 - Buffett's Folly
Issue 5| 1963/64 - The American Express Salad Oil Swindle
I did not know you hold a portfolio to monitor.
Awesome!
Checking these edition more precisely from now on.