Last Quarter 24 performance
During the last quarter, the Wizefive composite algorithm selected the following stocks:
Taking into account the dynamic allocations, we rebalanced the portfolio at the end of each month based on market performance and the overall S&P 500 composition.
| Start_date | Ticker1 | Ticker2 | Ticker3 | Ticker4 | Ticker5 |
|---|---|---|---|---|---|
| 2024-09-30 | ORCL | TSLA | WMT | PM | AVGO |
| 2024-10-31 | PM | ORCL | TSLA | NVDA | WMT |
| 2024-11-29 | TSLA | NFLX | ORCL | WMT | NOW |
Performance
| Start_date | Performance of the month | Performance YTD | Performance over 12 months |
|---|---|---|---|
| 2024-09-30 | 1.33% | 25.67% | 30.32% |
| 2024-10-31 | 10.54% | 39.92% | 44,91% |
| 2024-11-29 | 5.08% | 45.50% | 40,34% |
What does this mean for personal investment?
If you invested 10,000 EUR with the suggested allocations and rebalanced the portfolio on the first day of each period, you would finish the year with more than 11,700 EUR—an increase of more than 11.7% in just 3 months.
If we look at a longer time period, for example, the entire year 2024, this 10,000 EUR invested in January would grow to 14,550 EUR by December 2024.
You will find the Wizefive’s allocations performances on this page
