As 2020 draws to a close, we thought it apt to take a look at all that has transpired in the world and, in particular, the various strategic changes we made for the Global Portfolio in response to those events.

The Global Portfolio is up 21.8% year to date, up to Dec 16. This means we have outperformed all the major benchmark indices, including the MSCI World Net Return index, the Dow Jones Industrial Average as well as the Standard & Poor’s 500 index.

Last week’s gains boosted total portfolio returns to 43.6% since inception; again, ahead of the MSCI’s 32.7% increase over the same period.

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