Investment Portfolio Performance (as of Feb 29, 2024):
- Portfolio Return since inception**: +21.4% (-0.1% vs. S&P500)
- Portfolio Return 2024YTD: +6.6% (-0.3% vs. S&P500)
- # of active positions: 22
- # of active positions up: 16
- # of active positions down: 6
- Read about the portfolio strategy to learn more about the approach
** Inception refers to Nov 1, 2023 when portfolio performance tracking was initiated
Investment Portfolio Performance Monthly Returns:
Month | % Return (in Month) | % Return (since inception) | % Return (2024 YTD) |
---|---|---|---|
Nov 2023 | 6.4% | 6.4% | |
Dec 2023 | 7.1% | 13.9% | |
Jan 2024 | -2.3% | 11.2% | -2.3% |
Feb 2024 | 9.1% | 21.4% | 6.6% |
S&P500 Performance Monthly Returns:
Month | % Return (in Month) | % Return (since inception) | % Return (2024 YTD) |
---|---|---|---|
Nov 2023 | 8.9% | 8.9% | |
Dec 2023 | 4.4% | 13.7% | |
Jan 2024 | 1.6% | 15.5% | 1.6% |
Feb 2024 | 5.2% | 21.5% | 6.8% |