Schwar Capital

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Schwar Capital
Schwar Capital
Portfolio Update #4 πŸ“Š

Portfolio Update #4 πŸ“Š

8th November 2024

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Schwar Capital
Nov 08, 2024
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Portfolio Update #4 πŸ“Š
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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 three weeks, our portfolio has seen a moderate increase. The overall return in October finished at -0.5%, however November has started off strong with a 2.1% gain. This brings our year-to-date return up to 17.4%.

Overall our annualised TWR now sits at 31.08%.



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