EZ Portfolio
The EZ Portfolio is a flexible investment strategy designed to harness the growth potential of both FAANG stocks and the broader Nasdaq market. During bullish periods, the strategy emphasizes FAANG stocks and leveraged Nasdaq investments for amplified returns. To mitigate risk during unexpected downturns, the EZ Combo dynamically adjusts its holdings. It combines the EZ Nasdaq and EZ FANG portfolios, with allocation weights shifting based on market conditions. While this approach may slightly limit peak gains, it prioritizes downside protection for our investments
Last Updated : September, 2024
Date of Inception
Jan 1st 2023
CAR
(Cumulative Annualized Return)
101.54%
S&P 500 CAR
(Cumulative Annualized Return)
22.07%
Max Drawdown
(July-Aug 2024)
-3.83%
Total Return
(Since Inception)
177.70%
TAR
(Total Annual Return)
20.00%
Best Year
(2023)
