We took a break in July to see if we rebalance our portfolio in two months what can be the difference in performance. Under normal re-balancing index return would have been -5.4% as against portfolio return of -6.7%. Whereas, with no rebalancing the portfolio return was -6.3%, slightly better. So rebalancing may actually not be good every time. anyways, following are the recommendations for the month of August 2022:
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See AllAugust was not a very good month as the portfolio was down -6.6% as against HSI being down by 3.5%. Major reason was BYD, Power Assets and WH group. Following are the recommendations for the month of
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May 2022 registered a small outperformance which is good. Such small monthly outperformance is perfect for our model as in long term it adds up to a great outperformance. The strategy gave a return of
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April 2022 was a muted but a good start to the year. The strategy gave a return of -3.7% as against index falling 4.3%. This is 60bps outperformance in one month.
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