Historical Data

NOVEMBER PERFORMANCE

2024-11-29

AI portfolio outperforms the market this month.

DECEMBER STOCK PICKS

2024-11-29

For the second month, the AI portfolio outperforms the index

OCTOBER PERFORMANCE

2024-10-31

This month's performance is solid and less volatile than market

SEPTEMBER PERFORMANCE

2024-09-30

September performance is good but trailed the market because the portfolio has limited exposure to the HSI composites

AUGUST PERFORMANCE

2024-08-31

The portfolio is breakeven in August

JULY PERFORMANCE

2024-07-31

July performance is aligned to the market

JUNE PERFORMANCE

2024-06-28

June portfolio underperformed

MAY PERFORMANCE

2024-05-31

May performance is satisfying.

APRIL PERFORMANCE

2024-04-30

April performance is decent