Back to Performance
Annual Detail
2021
Annual Return
+11.33%
Monthly Returns
Monthly Detail
| Month | Return | Portfolio Value | # Stocks | Holdings |
|---|---|---|---|---|
| January 2021 – February 2021 | +10.97% | $10.85M | 20 | View |
| February 2021 – March 2021 | +13.66% | $12.33M | 20 | View |
| March 2021 – April 2021 | -0.91% | $12.22M | 20 | View |
| April 2021 – May 2021 | +0.97% | $12.34M | 20 | View |
| May 2021 – June 2021 | -1.97% | $12.09M | 20 | View |
| June 2021 – July 2021 | -5.07% | $11.48M | 20 | View |
| July 2021 – August 2021 | -0.78% | $11.39M | 20 | View |
| August 2021 – September 2021 | +0.00% | $11.39M | 0 | View |
| September 2021 – October 2021 | +0.00% | $11.39M | 0 | View |
| October 2021 – November 2021 | +5.65% | $12.03M | 20 | View |
| November 2021 – December 2021 | +0.00% | $12.03M | 0 | View |
| December 2021 – January 2022 | -9.57% | $10.88M | 20 | View |