Portfolio Update #1 📊
20th September 2024
Performance
We want to remind you each update, although we are updating you on our performance every two weeks, we do not get excited or upset about short-term fluctuations. Our focus remains on long-term value creation. Please remember this especially when looking at your own portfolio and making investment decisions.
Over the past two weeks, our portfolio has seen a modest increase, with the overall return rising by 1.3% in September, up from -2.8% reported in the last update. This positive shift represents a 4.1% improvement in our September performance, bringing our year-to-date return to 15.8%. This turnaround in September's performance is a good reminder that short-term fluctuations can be significant, but our focus remains on long-term value creation.
