Portfolio Performance - July 2024
In case you missed it:
As we turn the page on the first half of 2024, the stock market seems to be firing on all cylinders. The S&P 500 index has already notched an impressive 12% gain year-to-date, setting a blistering pace that harkens back to the banner year of 2023. However, we started seeing volatilities in markets this week. Japan made the biggest loss on Monday since Black Monday and US tech stocks had corrected by 3 to 5% on average.
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 28.1% since inception. The portfolio metrics remain very healthy as below.
Check out our full portfolio below:
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