March 2024 witnessed a robust total portfolio return of 5.15%. Let’s delve into the asset allocation and performance for each asset category:
- Equity:
- Asset Allocation: 9.1%
- Return in March: 1.56%
- Portfolio Contribution in March: 0.14%
- Short Term Debt:
- Asset Allocation: 30.3%
- Return in March: 0.01%
- Portfolio Contribution in March: 0.00%
- Long Term Debt:
- Asset Allocation: 30.3%
- Return in March: 0.16%
- Portfolio Contribution in March: 0.05%
- Gold:
- Asset Allocation: 15.1%
- Return in March: 9.30%
- Portfolio Contribution in March: 1.40%
- Silver:
- Asset Allocation: 15.2%
- Return in March: 10.21%
- Portfolio Contribution in March: 1.55%
- Derivative Hedging:
- Asset Allocation: 10.0%
- Return in March: Not Available (N/A)
- Portfolio Contribution in March: 2.00%
All percentages are relative to the total portfolio value.
Summary:
- March 2024 proved to be a highly lucrative month for the portfolio, achieving substantial returns across all asset classes.
- Equity demonstrated strong performance, contributing positively to the portfolio’s overall return.
- Short Term Debt exhibited minimal gains, contributing insignificantly to the portfolio return.
- Long Term Debt also saw a slight increase, contributing positively but modestly to the portfolio’s performance.
- Gold and Silver experienced remarkable surges in March, significantly boosting the portfolio’s returns.
- Derivative Hedging continued to play a crucial role in enhancing the portfolio returns, contributing significantly.
Overall, March 2024 was characterized by robust gains across various asset classes, driving the portfolio to an impressive total return of 5.15%.
For Feburary 2024 performance you can Click Here.
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