We delivered 6.0% in January 2025 and 6.9% over the last three months, outperforming all benchmarks. Since inception, our 7.7% return has nearly matched SPY’s 7.8%, while surpassing others.
Portfolio Update - January 2025
We delivered 6.0% in January 2025 and 6.9% over the last three months, outperforming all benchmarks. Since inception, our 7.7% return has nearly matched SPY’s 7.8%, while surpassing others.