Core Portfolio: February Performance

The February and YTD Performance for the Citrindex

As of February 28th, the Citrini Research core portfolio had a month-to-date total return of 8.26%, outperforming the S&P500’s 5.17% by 309bps. This improved on January, in which the Citrindex returned 3.97% compared to the benchmark’s 1.67%.

This month brings the 2024 YTD total return to 12.56%.

The total return since inception on May 31st 2023 is +83.75%, compared to a +22% return for the SPX.

Below the paywall, paid subscribers may access a breakdown (by basket & individual security) of performance, characteristics, attribution & statistics.