Mechelany Advisors’ MODEL PORTFOLIO
+2.33 % Last Week
Mechelany Advisors’s MODEL PORTFOLIO was UP +2.26 % last week, when most equity indexes lost -2 to -3 % …
+ 60.31 % Year to Date
Mechelany Advisors’s MODEL PORTFOLIO increased by +60.31 % in the first 9 months of 2021, outperforming significantly all the world’s indexes.
IRR of +23.01 % over the past 7.75 years
Mechelany Advisors’ Model Portfolio delivered a cumulative +389 % performance since inception, equating to a compounded Internal Rate of Return of + 23.01 % to investors
MULTIPLIED BY FIVE the wealth of investors
With its Nav at a record High of US$ 489, Mechelany Advisors has almost multiplied by FIVE the wealth of investors over the past 7.75 years
Outperforming ALL Equity and Asset Classes
Since Inception on January 1st 2014, Mechelany Advisors’MODEL PORTFOLIO outperformed significantly every asset class and each and every equity Index.
USD 100’000′ invested in January 2014 would be worth today :
. Model Portfolio US$ 489’260
. MSCI World US$ 181’000
. S&P 500 US$ 203’210
. Nasdaq US$ 345’940
Data and Statistics
Active Management Outperforms
At Mechelany Advisors, we have been demonstrating in a fully transparent way over the past 8 years that active management and a strong focus on value outperforms passive indexed management and even growth investing.
As at 30th September 2021, we are :
LONG the cheapest market in the investable universe; Chinese H-Shares
SHORT the most expensive stocks in the investable Universe; US Tech Megacaps
Is that different from traditionally managed portfolios ?
Is that different from Passive portfolios ?
Are we focused on the Future rather than the Past?
Do we manage Transparently ?
We are CONVICTION BASED Managers and our only concern is delivering performances, not being wrong with the pack…
Asset Allocation as at 30th September 2021
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