2Portfolios Half Year Report 2024

As we cross the mid-year mark, it’s time to reflect on our performance and key achievements. The first half of 2024 has been dynamic, with our diverse portfolios navigating through varying market conditions. Here’s a concise overview of our results and insights that highlight our journey so far.

Portfolio Performance Overview:

10 Bagger Portfolio

Performance: Up 1.7% M2M (Mark to Market), but an impressive 154% using the Hg (Highest Gain) measure.
Highlight: Despite some setbacks, this portfolio is up 393% on average since inception, with an average hold time of 12.5 months.

Freedom Portfolio

Forecast: Expected to yield around 16% in 2024.
Long-term Return: Up 111% over 4.5 years, averaging 22.3% annually.

Multi-Bagger Portfolio:

Performance: Up 248% M2M and 369% Hg in H1 2024.
Strong Performer: Iron ore developer Macro Metals surged over 1,600%.

International Large Cap Portfolio:

Performance: Up 94.7% M2M and 142% Hg.
Focus: Investments in AI technology, microchips, and crypto have paid off significantly.

Crypto Portfolio:

Performance: Up 112% M2M and 251% Hg.
Strategic Decision: This portfolio will be closed to focus more on core equity investments.

Key Highlights and Insights:

10 Bagger Portfolio Challenges: Significant pullbacks in holdings like L1X, IND, SI6, and ZEU impacted performance, but overall, the portfolio remained resilient.
Freedom Portfolio Stability: Continues to deliver solid, diversified international income, meeting its design goals.
Multi-Bagger Portfolio Success: Led by Macro Metals, this portfolio has demonstrated exceptional growth.
Large Cap Gains: Strategic investments in cutting-edge sectors have yielded strong returns.
Crypto Market Position: While the crypto portfolio will be closed, strategic crypto holdings will continue within other portfolios.

Looking Forward

As we move into the second half of the year, we anticipate further market liquidity, driven by global economic conditions and US election dynamics. Key investments to watch include high-potential projects like IND, new IPOs, and promising large-cap and crypto assets.

With a modest membership fee, you gain access to a wealth of information and a supportive network of fellow investors. Sign-up now!