The year has finally ended and my 2023 IBKR portfolio return is 14.68%. At the start of the year I set a target of 10% in order to erase my 7%+ loss in 2022 plus a little bit of gain. I am glad that I achieved it. Even though I 'lost' to S&P500 which returned 24%, I am still content because my portfolio is rather Europe and UK weight and I managed to beat both benchmarks.
According to CNBC:
FTSE 100: 3.64%
Euro Stoxx 600: 12.64%
As FTSE 100 is one of my largest holdings its underperformance definitely dragged me down. Fortunately, there was a mini rally in the financials sector so that helped my portfolio a lot.
No comments:
Post a Comment