US Growth Portfolio: Performance Update

Last update - 1 March 2024 By Rivkin

This is a monthly update of our US Growth Portfolio. As this is a US portfolio, returns are based on US dollar returns and do not assume any hedging of the currency. Those who hedge out currency exposure will need to account for that separately.

The US Growth Portfolio is a 14-stock portfolio, suitable for investors looking to grow their investment capital. The portfolio aims to make the bulk of its return through capital appreciation as opposed to earning dividend income. The monthly return table at the bottom of the page shows the performance of the portfolio since inception.

For historical trade updates please click here.

Rolling Returns

Performance Chart

Monthly Returns

 

Important Notice:

Performance data shown represents past performance. Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated. Depending on the product and the provider your actual trading costs can be higher or lower than this.  Please check your trading costs with your provider.

All dollar values are in US dollars, and therefore returns are calculated as a US dollar return. Depending on whether or not you use hedging to manage your currency, exposure will determine whether you need to adjust returns to account for exchange rate effects.

To learn more about how we calculate performance click here.

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