I couldn’t get Samsung into the backtest, but the portfolio went up roughly 20% over the first three months, drastically outperforming the S&P 500.
Since then it went down relative to the S&P 500, and is now roughly on par with it, but man, that one sure is up at roughly +35%. Overall a pretty good portfolio, though surprising to me that in the last year, it still didn’t really outperform just the S&P 500.
Do you have a rough estimate of how much it went up in the last 3 months?
I couldn’t get Samsung into the backtest, but the portfolio went up roughly 20% over the first three months, drastically outperforming the S&P 500.
Since then it went down relative to the S&P 500, and is now roughly on par with it, but man, that one sure is up at roughly +35%. Overall a pretty good portfolio, though surprising to me that in the last year, it still didn’t really outperform just the S&P 500.