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Giselle Roux

This is the way to get better total portfolio returns

Don’t let the Magnificent Seven divert you from the basics of investing – everyone focuses on 2023 but ignores weakness in 2022.

Giselle RouxContributor

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What a hero you could have been if you had embraced the Magnificent Seven in 2023, with the lowest return from Apple at a heady 49 per cent and Nvidia a whopping 240 per cent. These are incredible returns and unbelievable scale, considering these companies have reached a combined valuation level that is around the total market cap of Canada, Japan and the UK.

It quietly ignores the weak performance they experienced in 2022.

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Giselle Roux is an investment strategist.

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    Original URL: https://www.afr.com/wealth/personal-finance/this-is-the-way-to-get-better-total-portfolio-returns-20240216-p5f5n9