Schwar Capital Research

Schwar Capital Research

Portfolio Update #5 📊

22nd November 2024

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Schwar Capital Research
Nov 22, 2024
∙ Paid

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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 2 weeks, our portfolio has seen a slight decrease. November’s performance has now fallen from 2.1% to a 0.3% gain. This brings our year-to-date return down to 15.4%.

Overall our annualised TWR now sits at 29.18%.



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