Historical Performance Overview
I primarily focus on long-term investments, as history shows this approach offers significant benefits such as compounded growth, reduced volatility, and the potential for substantial returns over time. Investing with a long-term perspective allows me to navigate market fluctuations and capitalize on sustained growth opportunities. You don't have to worry about temporary market fluctuations, as the aim is to achieve long-term success.
This year, up to November, my portfolio has achieved gains of over 70%, building on the impressive performance of the previous year, which saw returns exceeding 100%. These consistent results highlight my strategic investment approach and ability to adapt to market conditions.
My performance record is a key consideration for interested investors. Below is a detailed breakdown of my investment performance over the past years, showcasing the annual returns and overall growth of my portfolio.
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Yearly Returns and Growth Analysis 2024
Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.62 | 29.69 | 23.29 | -20.36 | 21.79 | 0.26 | 0.48 | -11.49 | 2.43 | 3.77 | 15.35 | N/A | 72.32% |
2023 | 20.53 | 0.28 | 11.43 | 0.51 | 12.47 | 7.78 | 5.78 | -1.97 | -5.62 | 2.04 | 15.55 | 10.52 | 109.28% |
2022 | 5.35 | -4.94 | -3.26 | -20.61 | -10.40 | -13.07 | 14.39 | -10.35 | -12.40 | 5.97 | 1.42 | -11.77 | -48.97% |
2021 | -2.93 | -0.54 | 1.30 | 2.70 | -0.72 | 3.19 | 2.76 | 15.70 | -9.54 | 8.13 | -7.35 | -4.34 | 6.07% |
The figures in the table above are all shown as percentages.
Comparison with Nasdaq 100 and S&P 500 2024
A comparison of my portfolio's performance against the Nasdaq 100 and S&P 500, offering insights into how my investments have performed relative to these prominent benchmarks.
Year | My Portfolio (%) | Nasdaq (%) | S&P 500 (%) |
---|---|---|---|
2024 | 65.16 | 17.67 | 18.05 |
2023 | 109.28 | 53.81 | 24.23 |
2022 | -48.97 | -32.97 | -19.44 |
2021 | 6.07 | 26.63 | 26.98 |
Summary Analysis
My portfolio has demonstrated significant variability over the past few years, reflecting both the challenges and opportunities inherent in the market. In 2021, the portfolio saw modest growth of 6.07%, which was followed by a challenging year in 2022 with a decline of -48.97%. The loss in 2022 was largely due to the ongoing impact of the COVID-19 pandemic and the harsh market conditions that year, including economic uncertainties and disruptions in various sectors. The US economic status in 2022 was marked by volatility and downturns, affecting many investors. Despite this setback, the portfolio rebounded impressively in 2023 with a remarkable gain of 109.28%, and continued its upward trajectory in 2024 with a gain of 59.53%. These fluctuations highlight the dynamic nature of my investment approach and my ability to capitalize on market recoveries.
Investment Strategy Overview
My investment strategy is centered on identifying and capitalizing on growth opportunities across various sectors, with a primary focus on long-term investments. I prioritize companies and assets that exhibit strong growth potential, innovation, and market leadership. This includes significant investments in technology, healthcare, and consumer discretionary sectors, as well as cryptocurrencies with large market capitalizations. By conducting thorough research and maintaining a long-term perspective, I aim to navigate market fluctuations and achieve sustained growth. This strategic approach allows for flexibility and resilience, ensuring that temporary market downturns do not hinder the overall growth trajectory of the portfolio.
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