Portfolio Performance Report – Feb 2024 | Asset Allocation

In February 2024, the portfolio demonstrated a total return of 2.93%. Let’s examine the asset allocation and performance for each asset category:

1. Equity:
   • Asset Allocation: 9.1%
   • Return in February: 1.18%
   • Portfolio Contribution in February: 0.11%
2. Short Term Debt:
   • Asset Allocation: 30.3%
   • Return in February: 2.75%
   • Portfolio Contribution in February: 0.83%
3. Long Term Debt:
   • Asset Allocation: 30.3%
   • Return in February: 0.45%
   • Portfolio Contribution in February: 0.14%
4. Gold:
   • Asset Allocation: 15.1%
   • Return in February: 0.20%
   • Portfolio Contribution in February: 0.03%
5. Silver:
   • Asset Allocation: 15.2%
   • Return in February: -1.17%
   • Portfolio Contribution in February: -0.18%
6. Derivative Hedging:
   • Asset Allocation: 100.0%
   • Return in February: Not Available (N/A)
   • Portfolio Contribution in February: 2.00%

All percentages are relative to the total portfolio value.

Summary:

• The portfolio experienced a substantial improvement in February 2024, achieving a notably higher return compared to January.
• Significant gains were observed in Equity and Short Term Debt, with both asset classes contributing positively to the portfolio’s overall performance.
• Despite a slight increase, Long Term Debt also contributed positively to the portfolio returns in February.
• Gold saw modest gains, contributing positively but minimally to the portfolio return.
• Silver continued to underperform, albeit with a lesser impact compared to the previous month.
• Derivative Hedging again played a crucial role in bolstering the portfolio returns.

Overall, February 2024 marked a substantial improvement in portfolio performance, driven by gains across multiple asset classes and supported by effective derivative hedging strategies.

For January 2024 performance you can Click Here.

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