⚠️PORTFOLIO PERFORMANCE REVIEW (As of November 30, 2024)

Assessment of my long-term investment portfolio

December 02, 2024

Remember that all information provided here is for educational and entertaining purposes and is not investment advice. By investing in the financial markets I risk my own money. Past performance is no guarantee of future results.

Time for the next review of my long-term investment portfolio performance as another month ended.

As you you know, I made some changes to my holdings on July 11 and have bought more defensive assets given what has been happening lately with the market sentiment and the US economy, especially the labor market. Full portfolio composition is available for Founding Members.

In general, the switch to a defensive stance has not been a bad decision and probably will pay off even more next year. As a result, my long-term investment portfolio is up 27.32% year-to-date, beating the S&P 500 gain of 26.47%. This is also above the 20.30% return of the MSCI World Index representing global stocks (though they are mostly driven by the US) and the 6.40% increase in European stocks.

Here is the breakdown before July 11.

And after July 11. As you can see, the S&P 500 run has accelerated in November as the index increased 5.7% posting the best monthly performance since November 2023.

Last month of the year will be extremely interesting.

I hope you find it useful and enjoyable at the same time. Thank you.

Global Markets Investor

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