2023, my portfolio was lifted mostly by big growth stocks while value stocks helped to balance with its low volatility while small grow stocks really lagged behind due to the high interest rate environment. However, I am optimistic that this year would be great for my bag of small growth stocks as we look forward to interest rate cuts. Hopefully the rate cuts would also continue to give big growth stocks a boost.
Would be wise to trim some positions that has grown and became too heavy in the portfolio and hold some cash, but let's give it somevtime and reassess constantly.
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