Model Portfolio 2024-07

Last month started poorly, but we saw a rebound. We ended the month flat with a 0.05% change, which means our YTD performance remains relatively … Read more

Model Portfolio 2024-06

In May, our portfolio achieved great results with a monthly gain of 16.67%, bringing our year-to-date increase to 38.84% and our overall growth since inception … Read more

Model Portfolio 2024-05

In April, our portfolio performed exceptionally well, achieving a growth of 4.88%, which pushed our year-to-date gains to 19.00% and our total increase since we … Read more

Model Portfolio 2024-04

In March, our portfolio grew by 4.27%, bringing our gain for the year to 13.46% and our total gain since we started in January 2023 … Read more

Model Portfolio 2024-03

No changes were made to the existing positions. February saw our portfolio decrease by -0.65%, bringing our performance to 8.82% year-to-date and 62.23% since we … Read more

Model Portfolio 2024-02

No changes were made to the positions in the portfolio. January was a great start to the year, achieving a performance of 9.53% with our … Read more

Model Portfolio 2023-12

No changes were made to the positions in the portfolio. Positions for December 2023 Portfolio Performance Tracking

Model Portfolio 2023-11

No changes were made to the positions in the portfolio. Positions for November 2023 Portfolio Performance Tracking

Model Portfolio 2023-10

No changes were made to the positions in the portfolio. Positions for October 2023 Portfolio Performance Tracking