Performance-wise, at present my portfolio is sitting in a position where I’d be happy to book this percentage return in a year. Part of me wants to just sell the whole thing and wait again, but a lot of what I have purchased is still well below my fair value range.
So I continue to wait. I have been nibbling on one low-liquidity position but other than that, it has been just a matter of waiting and hoping the party isn’t finished yet.