Friday, December 27, 2024

Portfolio Returns for Dec 2024

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. My cryptocurrency portfolio has surpassed the returns of my USA portfolio.
                                


The same chart as above but converted to a column chart.



For the Robo-Advisors, it did go up again this month. However, Syfe Reit+ crashed below positive again! This is because Trump is re-elected as US President, and his policies are thought to be inflationary. As such, the Fed will likely have to maintain high interest rates for longer period of time, which is bad for REITs. 




The same chart as above but converted to a 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 7.7% but is still too high. 

                                



In terms of market events, the Fed hinted at only 2 rate cuts in 2025 instead of the anticipated 4. This caused markets to drop. I think the next big event that will impact the market is Trump's inauguration on Jan 20, 2025.

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