Despite the recent market drawdown, the @Cutting-Edge portfolio continues to outperform major indices, including the S&P 500 by 2%, Nasdaq-100 by 3.9%, Russell 2000 by 5.5%, and Dow Jones by 5.2% since its launch in December 2023 (Data as of market close 19th April, 2024).
The @Cutting-Edge portfolio benefits from its focus on the investment style factors of Value, Quality, and Low Volatility. Since the beginning of April, these factors have shown varying performances. Low Volatility has proven effective in mitigating losses, with a return of -3.7%. The Value factor has also held up relatively well, with a return of -4.8%. In contrast, Momentum has struggled this month, with a return of -7.3%. Additionally, Dividend Yield and Quality factors have returned -4.2% and -6% respectively, reflecting a significant divergence in factor performance.
Finally, the diversification of the portfolio has proven its worth during the recent market downturn, particularly with financial and energy mineral stocks outperforming the broader market.... Show More
