Portfolio update - 2023 December 31

My top (>2%) positions in no particular order: BRKB, GOOGL, META, AAPL, AMZN, NVDA
In:
Out: RILY (price drop)

Fixed income: 1%
Cash: 11%

Sectors (kinda): Insurance (BRK): 12%, Malone/media: 1%, Banks/financials: 6%, Stock funds: 3%, Industrial: 0%, Consumer: 4%, Medical/pharma: 3%, Tech: 44%, Various owner-operators (not included in other categories): 2%

New positions: DHR, BYDDY,
Positions increased: ZS, DOCU,
Positions reduced: PAGS, GBTC, EXPE, ETHE, CNNE
Positions eliminated: WMICX, SSTWS, SPLK
Flip-flop: RILY

My returns for time periods ending December 31, 2023: 

Stock accounts: 2023: 45%, 2y: 0.6%, 3y: 5.6%, 5y: 13.7%, 10y: 9.4% annualized. 

All investment accounts including 401(k)s, ESPPs, etc (some unreliable numbers): 2023: 34.7%, 2y: 0.17%, 3y: 4.9%, 5y: 13%, 10y: 8.4% annualized.

For comparison SP500 returns (without dividends and dividend reinvestments): 2023: 24%, 2y: 0%, 3y: 8%, 5y: 14%, 10y: 10% annualized.

Sold SPLK as merger spread narrowed. Reduced GBTC, EXPE, ETHE on run up. Reduced PAGS, CNNE as low confidence positions.

Bought initial positions in DHR and BYDDY. Added to ZS and DOCU at attractive prices.

Traded around RILY position on drop and bounce.