TRECK-RECORD #11
So, another month has passed. It’s time to see how our portfolios are doing. This is the last time we’ll be observing passively, making no changes to the composition of our portfolios - we’re simply watching our assets grow.
The next review on October 23 will be different. We won’t just be checking in to see what’s happened in another month. By then, it will have been a year since we created our portfolios, and we’ll need to update their composition in accordance with the AVIstocks program’s recommendations as of that date. In addition, we’ll mark this anniversary with a few new features. But all that is a month away.
How the portfolios have grown
For now, let’s summarize the past month. Below are 8 screenshots of our portfolios from the IB website
As you can see, the composition of the stocks selected according to the strategy 11 months ago has remained unchanged all this time. However, the portfolio’s value has grown. This is because stock prices have changed. Just how much richer have we become?
- GREEN strategy - our portfolio has grown by 24.71% in less than a year. Not bad.
- INDIGO strategy - here, we’ve seen a 30.03% return. In less than a year. Not bad at all.
- ORANGE strategy - over 11 months, we’ve become 32.83% richer. Excellent.
- YELLOW strategy - things didn’t go as well here; the return was 15.55%. All figures are in dollars.
Comparison with the market
Still, even this return is much higher than the interest rate on a dollar-denominated bank deposit, right? But the U.S. stock market has also risen over these 11 months. That’s why we need to compare the strategies’ results with those of investing in exchange-traded funds (ETF) that track the U.S. market. For comparison, we’re using the S&P 500 TR (Total Return) index - which accounts for dividends paid, not just stock price appreciation.
So, three strategies significantly and fundamentally outperformed the market. One underperformed the market by 0.26%.
If any of you put together 4 investment portfolios on 23.10.2024, just as we did, and simply replicated all 4 of our portfolios, then today - just like us - you’ve earned a 25.84% return on your investment for this incomplete year. Did anyone do this? Let us know if you did.
But it’s not over yet. As long-term investors, we measure results over investment horizons significantly longer than 11 months. In a month, we’ll wrap up the year’s investment results and hand out gifts.
Wishing you all the best and success in your investing!
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