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March 2024 Portfolio Recap
Total Return: +12.9% YTD (+2.7% vs S&P)
Mar 30
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March 2024 Portfolio Recap
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February 2024 Portfolio Recap
Total Return: +15.4% YTD (+8.6% vs S&P)
Mar 1
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February 2024 Portfolio Recap
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February 2024
January 2024 Portfolio Review
Total Return: -0.7% YTD (-2.2% vs S&P)
Feb 1
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January 2024 Portfolio Review
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December 2023
December 2023 Portfolio Review
Total Return: +39.0% YTD (+14.8% vs S&P)
Dec 30, 2023
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December 2023 Portfolio Review
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November 2023 Portfolio Review
Total Return: +28.7% YTD (+9.7% vs S&P)
Dec 1, 2023
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November 2023 Portfolio Review
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November 2023
October 2023 Portfolio Review
Total Return: +5.4% YTD (-3.8% vs S&P)
Nov 1, 2023
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October 2023 Portfolio Review
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September 2023
September 2023 Portfolio Review
Total Return: +22.3% YTD (+10.6% vs S&P)
Sep 30, 2023
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September 2023 Portfolio Review
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August 2023 Portfolio Review
Total Return: +31.5% YTD (+14.1% vs S&P)
Sep 2, 2023
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August 2023 Portfolio Review
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August 2023
July 2023 Portfolio Review
Total Return: +36.5% YTD (+17.0% vs S&P)
Aug 1, 2023
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July 2023 Portfolio Review
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July 2023
June 2023 Portfolio Review
Total Return: +24.5% YTD (+8.5% vs S&P)
Jul 1, 2023
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June 2023 Portfolio Review
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June 2023
May 2023 Portfolio Review
Total Return: +18.0% YTD (+9.1% vs S&P)
Jun 1, 2023
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May 2023 Portfolio Review
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April 2023
April 2023 Portfolio Review
Total Return: +0.7% YTD (-7.9% vs S&P)
Apr 29, 2023
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April 2023 Portfolio Review
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