Following an annual tradition since 2013, by the end of the year, I review my portfolio by writing/updating very short summaries for each individual position.  17 of the 23 positions from last year are still in the portfolio and I have added 6 new positions. That turnover has been mostly driven by reviews and/or disappointing fundamental developments. I sold Fuchs, Amadeus Fire, Hermle, Royal Unibrew, Sto and Energiekontor.A more comprehensive Performance review will follow in early January 2025.A short use ...