Portfolio Update #4 📊
8th November 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 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%.
