#92 - Portfolio Update, June 2023

TL;DR

The most boring month in recent memory.

Performance update

Holdings

Hunter vs farmer hypothesis

From Wikipedia:

The hypothesis also explains the distractibility factor in ADHD individuals and their short attention span for subject matter that does not interest the individual (which may or may not trigger hyperfocus), along with various other characteristics such as difficulty adhering to social norms, poor planning and organizing ability, distorted sense of time, impatience, attraction to variety or novelty or excitement, and impulsiveness.[citation needed] It is argued that in the hunter-gatherer cultures that preceded farming societies, hunters needed hyperfocus more than gatherers.

Highlights

None. Although, I should mention that I lost a non-insignificant amount due to the $CAD getting stronger.

Changes

• New:
  • None
• Added:
  • $DRM.TO (again) and $GUD.TO (again): both of them are as cheap as they’ve ever been
• Trimmed:
  • None
• Exited:
  • None

On $DRM.TO, my thesis is this [source]: