2023 Highlight Reel

Some motivation into the new year

IF you are anything like me, you are enjoying the break and trying to switch off but there is still this lingering thought in the back of the mind about the upcoming year and how to be better. Balance and a reset is important but I don’t see any true masters of their craft being able to fully let go. It’s an obsession that never truly stops.

I am in the process of writing my 2024 goals with a reflection on the past year which I will share in my next post. My personal experience from big goal setting is that it is flawed for me unless I am breaking said goal into actionable chunks and checking in regularly on how I am faring versus that big picture. I need to have “checkpoint goals” or monthly reviews to reflect back. Too often I set these grand objectives and yet months later I have completely lost track of my intended path. The changing of the clock creates an initial bump of energy that just gets lost in time as I fall back into old habit patterns. This is what I really want to address this year.

The starting point in goal setting has to be a reflection of the previous year with REAL data. From this review I want to ask key questions:

1. What worked well? Highlight the best playbook and trades.

2. What didn’t work well? Highlight the worst playbook and trades. Were there any commonalities that led to underperformance?

3. What is next? Can my best strategies be truly scaled and do I have data to support? What is the real low hanging fruit? What are the processes that truly improve my performance and am I executing on them?

This will be the outline of my 2023 review. From here I can draw deep conclusions and observations to formulate my Big Goals for 2024. I will create checkpoint goals and use my daily report card to ensure I am tracking on that path. I am also going to introduce a new feature called “anti-goals” which was a concept highlighted by Sahil Bloom. These are the things I DON'T want to happen on the journey to achieve the Big Goal. It is no good having long dated structured objectives only to blow it up with a few outsize early losses. Being in a drawdown is nasty business.

I hope this brief outline helps you in your review planning and please hit me up if you have questions.

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In this post, I also thought I would also share some of my reviews and write ups from 2023. Some of these are good trades. Some of these are great opportunities that I executed poorly. Others show periods of underperformance. Hopefully this wets the appetitive for the reader for the year ahead.

My previous 2022 review and 2023 goals

October 2023 review and inspiration to start the Substack

Poor March 2023 where I strayed outside my lane

SIG post CWG transaction

WC8 and investigation into a different playbook

WBT on Fred Bart resignation

TPG failed morning drive and overtading