About this episode

The episode assesses the performance of investment ideas from the Finimize portfolio amidst challenging market conditions.

March wasn’t easy on markets. So let’s assess the damage and make a plan. In this episode, our analysts' cover how their investment ideas are holding up in the real world. Since their launch in October 2024, the Finimize portfolio has delivered an average absolute annualized return of 25%, beating benchmarks by an annualized 10%, and sits at a 70% “hit rate” – meaning most of the calls made money. So we're breaking down what worked, what didn’t, and what direction the portfolio takes from her...

Topics covered

• investment strategies
• market analysis
• portfolio performance
• financial planning
• returns assessment

Keywords

• investing
• portfolio
• returns
• market analysis
• Finimize

Mentioned in this episode

Organizations: Finimize

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