Portfolio Insights & Learning

Total Portfolio Value

$3,831,310.93
+12.3% (30 days)

Risk Score

Moderate
7.2/10
Manual

Portfolio Allocation

Click a pie chart slice to view annual returns for its strategies
Click a pie chart slice to view multi-year CAGR for its strategies

Global Portfolio Backtest

Your Allocation Over Time

Year 2024 Commentary

Overview: Equity markets posted another strong year (S&P 500 up 23.3%). Market sentiment was aided by the belief that the Federal Reserve had achieved a "soft landing" with inflation trending steadily lower and economic activity remaining resilient.

Best Sector Performance: Large-cap growth (+36.1%) driven by the Magnificent Seven and the AI trade.

Worst Sector Performance: Fixed Income (+1.25%)

Common Investor Mistakes: Remaining too defensive and underweight growth/tech sectors due to recent memory of 2022.

Indexopedia Education & Insights

Personalized articles based on your portfolio allocation