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Portfolio Performance - Aug 2024
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Portfolio Performance - Aug 2024

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WealthCompass
Sep 04, 2024
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Wealth Insights
Wealth Insights
Portfolio Performance - Aug 2024
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In case you missed it:

  • 🔎 5 REITs That Likely Benefit From Interest Rate Drop

  • 💸 Powell Signals Rate Cut In Sep - Implications On REITs

  • 🔎 Capitaland Ascendas REIT - Steady Performance In 1H 2024


The stock market welcomed some good news in August. Fed has signaled that the interest rate cut is almost around the corner. The S&P 500 index has already notched an impressive 19% gain year-to-date, setting a blistering pace that harkens back to the banner year of 2023.

Let’s take a closer look on our portfolio so far.

Our Portfolio's Performance

Amid this dynamic market landscape, our portfolio experienced impressive returns with a CAGR of 26% since inception. The portfolio metrics remain very healthy as below.

Source: Finchat

Check out our full portfolio below:

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