Back to Performance
Annual Detail
2023
Annual Return
+23.03%
Monthly Returns
Monthly Detail
| Month | Return | Portfolio Value | # Stocks | Holdings |
|---|---|---|---|---|
| January 2023 | +0.26% | $8.19M | 1 | View |
| February 2023 | +0.24% | $8.21M | 1 | View |
| March 2023 | +0.27% | $8.23M | 1 | View |
| April 2023 | +0.25% | $8.25M | 1 | View |
| May 2023 | +0.32% | $8.28M | 1 | View |
| June 2023 | +0.29% | $8.30M | 1 | View |
| July 2023 | +0.30% | $8.32M | 1 | View |
| August 2023 | +0.32% | $8.35M | 1 | View |
| September 2023 | +0.30% | $8.38M | 1 | View |
| October 2023 | +0.33% | $8.40M | 1 | View |
| November 2023 | +12.57% | $9.46M | 20 | View |
| December 2023 | +6.19% | $10.05M | 20 | View |