So once again a mini turbulence on 7th Oct resulting in a 3.5% cut in the portfolio on that day. But then the bull run that we are in for most part of this year, the market and the portfolio recovered in super quick time. Portfolio stays as it is – although I started this portfolio only this year, this portfolio is an extension of a manual backtesting exercise I did on paper from 2019. With just 1 stock swap this year, its been the lowest ( unless something major happens in the next 2 months ). The previous lowest was 2021 when there were 6 stocks that got swapped.
Portfolio start date → Jan 23, 2024
Total returns → 50.49%
While portfolio returns look good, I continue to ponder if just sticking to a basket of momentum index funds makes better sense? Will continue to evaluate.
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