Historical Data

2021-11-30

November performance is in line with the market

2021-10-30

October Portfolio struggles.

2021-10-01

September return is slightly above market

2021-09-01

August continues to be a difficult year

2021-07-31

AI portfolio did not avoid last two weeks of July market meltdown.

2021-06-30

July performance is moderate

2021-05-31

AI portfolio significantly outperformed the market

2021-04-30

AI portfolio performance is strong in April.

2021-03-31

March performance has been volatile , underperforming index for the first time in the past 6 months

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