February went well, with a better start than ending, but overall it was positive. It also marked the end of the year, and I published the yearly report to account for all the very interesting and positive statistics.
The only other noteworthy thing over the period is the ongoing saga of the new rebalancing routine and the issuing of dividends. Initially, I had thought not to issue dividends anymore, but I was then persuaded to give it another try this month, realizing that there ought to be no negative adverse effect for the copiers. Unfortunately, I do not expect there to be any positive effect for the copiers either, other than making my life easier, and by consequence, the running of the portfolio easier.
I have set on the chart the new targets for 2024 (36% growth with an error band of 12% each side), which is in line with the 2% to 4% return a month estimate.
For a change, I will not be as verbose and move to wishing good investing for the month of March.
Alex
💰 The growth for this month was $3750 (3.75%), .
⏺️ eToro data
– Month Average Risk: 3,
– Month Max Risk: 4,
– Performance 2.98%,
– Copiers number: 911, 806 (x%),
– AUM: $3,110,000, $2,510,000 (x%)
– Portfolio value:
– Unrealised: $103,750.00
– Realized: $97,277.00
– Portfolio composition:
– Index: 26.95% ($UK100)
– Share: 1.45% ($SBSW (Sibanye Stillwater Ltd-ADR))
– ETF 2.80% ($SPLV, $VNQ)
– Cash: 63.35%
⏺️ My data:
– Unrealised performance
– Total change: $3,750.00 (3.75%)
– Weekly breakdown:
– W1 1.29% (partial),
– W2 1.03%,
– W3 1.11%,
– W4 0.23%,
– W5 0.96% (partial)
