Portfolio Returns for Oct 2024 - New All-Time Highs Again!

I felt it would be good to track the returns regularly since they fluctuate occasionally depending on the stock market.

Here are the movements for this month. Most of my funds reached all-time highs after the Fed lowered interest rates by 50 basis points to the range of 4.75%-5% in September 2024.

                                

Same graph as above but converted to column chart.

For the Robo-Advisors, it did go up but the gains were not as significant as my pure stocks portfolios. What is relieving is that Syfe Reit+ fund is finally positive (for a 2nd month). 

                                

Same graph as above but converted to column chart.

                                  

Additionally, I think it will be interesting to see the breakdown of my portfolios in percentages (below). There is a component 'X' which I do not want to disclose for now. The concentration of 'X' is now 12.1% but is still too high. 

                                

Market events over the last month: 

The headline for this article says it all:

Dow, S&P 500 close at record highs and mark the year’s longest winning streak

SP500 is at all-time high of 5864.67.

Some analysts are suggesting SP500 may reach 6,000 by end of 2024:

https://www.marketwatch.com/story/why-s-p-500-rising-to-6-000-is-hardly-a-stretch-as-stocks-attempt-new-record-45172729

Let's see about this. Anyway I am invested.

Meanwhile, war on the 3 fronts are not letting up:

* Ukraine - Russia

* Israel - Gaza

* Israel - Lebanon (just started)

Hope the situation can get better soon. 

Onwards!