In January 2018, the portfolio had a slight decline of 0.31% while S&P went up by 5.62%. This is truly the #JanuaryEffect for the US indices but it didn't happen to my US portfolio. Most of the stocks in the portfolio went south during the last few trading days of the month when the stock rally was derailed slightly after the 10 year Treasury climbed past 2.7%. Lets hope for a better February.
Total Return since inception (June 2016)
73.54% (39.18% for SPY)
Total Return YTD
45.85% (18.42% for SPY)
Monthly Returns
NVFY +24.86%
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