World Beaters' 2024 Performance Review
Portfolio Pulse from
The World Beaters portfolio of 10 REITs, selected for their potential double-digit dividend growth, underperformed in share price, achieving a total return of -3.48%. Despite strong operating results, the portfolio did not meet expectations for share price outperformance, though it did outyield the VNQ by 12 basis points.
January 07, 2025 | 3:45 pm
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NEUTRAL IMPACT
The World Beaters portfolio outyielded the VNQ by 12 basis points, but underperformed in share price, achieving a total return of -3.48%.
The VNQ is used as a benchmark for the World Beaters portfolio. While the portfolio outyielded VNQ, it underperformed in share price, indicating a neutral impact on VNQ as it serves as a comparison rather than being directly affected.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50