Portfolio Q2'24 Review
Portfolio Review, Watchlist Updates, and Risk Analysis
Introduction
Big announcement today subscribers. Please read this section in its entirety, especially if you are currently an existing Paid Subscriber to Fundasy Investor!
In response to Fundasy Investor nearing 2500 Free Subscribers/Followers on Substack and crossing 25 Paid Subs, I have decided to take the next step and offer an official Premium Offering, starting today! The Premium Articles will include the following:
Quarterly Portfolio Reviews
Premium Global Growth Equity Research: Breakdowns, Dashboard Analysis
Subscriber Chat Access: Allow Subscribers to reach the author via Threads, Paid chat rooms, and Rapid Response in Direct Messages for questions or custom research requests.
With that in mind, I want to get into this first official paid article and review my portfolio after Q2 in 2024!
Portfolio Summary
In an effort for transparency in performance, this past May I set an account with Interactive Brokers IBKR 0.00%↑ to assess my portfolio’s performance, allow avenues for additional research, and provide transparency for Subscribers.
As you can see, I have slightly underperformed the index to date since inception. However, I welcome you along on this journey as I plan to beat the S&P 500, grow in Public, and share my findings to my loyal subscribers.
None of this is possible without you all and how amazing you’ve been on this journey. I love writing about investing and business content, so I will always have a Free Subscriber offering. However, I felt it was time for this next step to build out a Paid Equity Research platform!
Portfolio Review
Portfolio Value: $29,889.09
Gross Securities Value: $34,626
Performance vs S&P 500 (Since May Inception): -2.16% vs +3.08%
Leverage Ratio: 1.16
Keep reading with a 7-day free trial
Subscribe to Fundasy Investor to keep reading this post and get 7 days of free access to the full post archives.