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 20236.4%6.4%
Dec 20237.1%13.9%
Jan 2024-2.3%11.2%-2.3%
Feb 20249.1%21.4%6.6%

S&P500 Performance Monthly Returns:

Month% Return (in Month)% Return (since inception)% Return (2024 YTD)
Nov 20238.9%8.9%
Dec 20234.4%13.7%
Jan 20241.6%15.5%1.6%
Feb 20245.2%21.5%6.8%

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