a much needed vacation.

The first quarter off 2013 has gone by in an absolute blur for me, I’m not sure if I’ve ever worked this hard. I really pushed it to the limit and so did my team – taking care of clients, onboarding new clients, managing portfolios, training staff, keeping the sites fresh with great content, doing a hundred hours of television and only god knows how many meetings, conference calls, events and due diligence sitdowns.

Overall, I’m happy with how things turned out – we got a lot more right than we got wrong and our biggest problem is that too many things look too good to rebalance down, especially in the healthcare sector where we’re at double the S&P’s benchmark weighting. We also rescued several portfolios that were in severe need of triage, getting things cleaned up and turned around on the fly.

And now I need to rest before I collapse.

As you read this I’m up in the mountains, going off the grid for the weekend, getting some fresh air.

Something tells me I’m going to need all the rest I can get for what’s to come.

See you in Q2 – we’ll get at it all over again.

– JB

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