In January 2024, the portfolio exhibited a total return of 1.43%. Here’s a breakdown of the asset allocation and performance for each asset category:
-
Equity:
- Asset Allocation: 9.1%
- Return in January: -0.03%
- Portfolio Contribution in January: 0.00%
-
Short Term Debt:
- Asset Allocation: 30.3%
- Return in January: 0.27%
- Portfolio Contribution in January: 0.08%
-
Long Term Debt:
- Asset Allocation: 30.3%
- Return in January: 0.22%
- Portfolio Contribution in January: 0.07%
-
Gold:
- Asset Allocation: 15.1%
- Return in January: -1.12%
- Portfolio Contribution in January: -0.17%
-
Silver:
- Asset Allocation: 15.2%
- Return in January: -3.59%
- Portfolio Contribution in January: -0.55%
-
Derivative Hedging:
- Asset Allocation: 100.0%
- Return in January: Not Available (N/A)
- Portfolio Contribution in January: 2.00%
All percentages are based on the total portfolio value.
Summary:
- Despite negative returns in Equity, Gold, and Silver, the portfolio managed to achieve a positive return in January 2024, primarily driven by gains in Short Term Debt, Long Term Debt, and Derivative Hedging.
- Short Term Debt and Long Term Debt performed relatively well, contributing positively to the portfolio returns.
- Gold and Silver experienced significant declines, dragging down the overall portfolio performance.
- Derivative Hedging played a crucial role in mitigating losses and contributing positively to the portfolio returns.
Overall, while facing challenges in certain asset classes, the portfolio maintained resilience and achieved a modest positive return in January 2024.
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