Portfolio Performance Report 2024
In 2024, as a Portfolio Manager, I managed two portfolios: Portfolio 1 throughout the year and Portfolio 2 starting in April. This report summarizes their performance, growth trends, and benchmark comparisons.
Portfolio1
Achieved peak monthly performance in May 2024, delivering 26.28%, outperforming all benchmarks.
Maintained resilience during market dips, with only minor underperformance in April 2024 (-4.52%).
Outperformed the indicators on an annual basis, delivered 123.02% annual growth.
Portfolio 2
Entered active management in April 2024.
Delivered 51.51% annual growth.
Projected Value of $100,000 invested at the beginning of 2024
Portfolio 1 would have yielded the highest return, growing to $223,920.
Portfolio 2 would yield $151,510.
Both portfolios outperformed major indices.