Singapore 15 Feb 2021

Presenting ‘2020 — The Movie’

The ‘movie’ above shows total returns (including dividends) made by investors since January 2020. The S&P 500 chart on top shows a rolling 3 month time-slice and the scatter plot below shows the returns/volatility of the Equities + Equity Fund components of investor portfolios during that same period.

The ‘opening scene’ of the movie is as expected. We had seen a sharp Covid related fall during Feb-Mar and every investor got caught on the wrong foot (average return of -27.5%). …

Tanmai Sharma

Tanmai is the CEO and Founder of Canopy, which is an investment reporting and analytics company. Here he analyses investment trends seen in Canopy's meta-data

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