The Best Investment Manager’s Top 12 Holdings for 2024 Revealed – Analysis and Breakdown
As the world’s best investment manager, I am excited to share with you the top 12 holdings across separate accounts, custodied at Schwab, as of 8.31.24. Let’s dive into the YTD returns as of 8/31/24 for each holding:
1. JP Morgan Income Fund (JPMIX): YTD return of +6.09%
2. Microsoft (NASDAQ:): YTD return of +11.53%
3. JP Morgan (NYSE:): YTD return of +34.13%
4. Nasdaq 100 (): YTD return of +16.64%
5. Amazon (NASDAQ:): YTD return of +17.48%
6. (OAKIX): YTD return of +1.15%
7. Schwab (NYSE:): YTD return of -4.29%
8. Netflix (NASDAQ:): YTD return of +44.05%
9. S&P 500 ETF (NYSE:): YTD return of +19.35%
10. Alphabet (NASDAQ:): YTD return of +17.10%
11. Emerging Markets ex-China ETF (): YTD return of +10.41%
12. Walmart (NYSE:): YTD return of +48.15%
JP Morgan, Netflix, and Walmart stand out as the big outperformers YTD, while Microsoft, Amazon, and Schwab are now underperforming. It’s essential to analyze these trends to make informed investment decisions.
In the sector performance under loosening monetary policy, we see shifts in various sectors based on historical data from 2019. Financials, real estate, and utilities are starting to outperform, indicating potential investment opportunities in these sectors.
Looking ahead, it’s crucial to monitor high-yield credit and employment data for insights into the market’s trajectory. By staying informed and leveraging data-driven analysis, investors can navigate the ever-changing financial landscape with confidence.
Remember, past performance is not indicative of future results, and investing always carries inherent risks. Stay tuned for more updates and analysis to empower your financial decisions. Thank you for reading.