Security Analysis

Security Analysis

Q3 2024 Performance Update

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Value Stock Geek
Oct 02, 2024
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Portfolio Update – Q3 Review

I had a solid quarter, with my portfolio narrowing the performance gap with the S&P 500 that I had in the beginning of the year.

On July 1st, my portfolio was up 8.55%, compared to the S&P 500's 15.23% gain. As of now, my portfolio has increased to 18.27%, while the S&P 500 is up 21.85%. Overall, I’m beating the benchmark since 2022.

In this article, I will briefly summarize the quarter’s trading activity and the current composition.

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