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value and opportunity
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Slow Investing, Special Situations & Occasionally Wild Punts
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value and opportunity | Slow Investing, Special Situations & Occasionally Wild Punts value and opportunity Slow Investing, Special Situations & Occasionally Wild Punts Menu About Fundamentals Investment Philosophy Performance Portfolio Privacy Recommended Reading Performance review 9M 2024 – Comment: “How to train patience during periods of underperformance” Posted on 6. October 2024 by memyselfandi007 11 comments In the first 9 months of 2024, the Value & Opportunity portfolio lost -0,4% (including dividends, no taxes) against a gain of +6,8% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), DAX (30%), MDAX (20%), all TR indices). Links to previous Performance reviews can be found on the Performance Page of the blog. Some other funds that I follow have performed as follows in the first 9M 2024 (values taken from public websites, no guarantees for correctness): Partners Fund TGV: +7,5% Profitlich/Schmidlin: +9,6% Squad...
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