Hi All
Just a quick technicality on the new Global Equity Portfolio, the 7.59% is for the top ten including OXY.
Do not anticipate this performance for the rest of the portfolio. Without OXY, the portfolio has increased 4.4% for the month.
If we apply this return to the rest of the portfolio we come up with a 5.69% increase for the month of March so far.
Global Equity - New (revised, assumes rest of portfolio is performing at top ten ex OXY)
Global Equity - New (top ten performance only)
Just goes to show you how statistics can be used to present better outcomes.
Best of Luck
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