Based on my calculations, their (US) global portfolio* and their US equities portfolios* have now turned positive in May at respectively + 0.6 % and + 1.3 %. This is to compare with - 4.6 % for S&P 500.
Looking at the update of Lost (on May 21), it was the only portfolios, among their 4 main portfolios, which had a negative performance so far in May.
Just confirming the good performance their main fund has been showing since the beginning of the year.
* based on top 10 equities at the end of April
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Based on my calculations, their (US) global portfolio* and their...
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