Hi SHP, it is the weighted contribution to the overall performance of the portfolio. The 14.6% means that, since the YTD return of all holdings combined is c.32.0%, Meta Platforms has accounted for roughly half of the returns so far this year.
in case you are interested in other great small companies... I own Ensign Group, Xponential, Kaspi KZ, Surgical Science Sweden, Endava, ExlService, Atkore, Sdiptech, Napco Securities...
Thanks! I dont get your calculation on YTD return. Can you explain e.g on Meta? +14,6% while it is up +130%? is it a weighted calculation?
Hi SHP, it is the weighted contribution to the overall performance of the portfolio. The 14.6% means that, since the YTD return of all holdings combined is c.32.0%, Meta Platforms has accounted for roughly half of the returns so far this year.
in case you are interested in other great small companies... I own Ensign Group, Xponential, Kaspi KZ, Surgical Science Sweden, Endava, ExlService, Atkore, Sdiptech, Napco Securities...
Some of them sound familiar. Will take a look, thanks!
great read! - looking forward to see how leaning towards the smaller companies will go! ☺️
Thank you, Ms. Tabassum :)