2024 Portfolio Review: Classic, Smart & Dynamic Models

Welcome to Portfolio Insights, your overview of the 2024 performance of Quantlake’s Classic, Smart and Dynamic portfolios.

In 2024, our portfolios delivered strong, diversified results, with U.S.-focused strategies and leveraged models leading the way. Quantitative approaches and international diversification also played key roles in navigating varied market conditions.

Our diversified portfolio offerings delivered compelling returns throughout 2024, with particularly noteworthy performance in our Classic category. The US Buffett-Inspired portfolio led this segment with a 22.8% gain, complemented by the US 80/20 portfolio at 20%. Our international reach proved valuable as the Global Buffett-Inspired strategy generated 15.3%, while the US ESG 80/20 portfolio demonstrated that sustainable investing need not sacrifice returns, achieving 19.1%.

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⚡ The Smart category showcased the effectiveness of our quantitative approaches. Tactical Rotation emerged as the frontrunner at 18.1%, with Sector Rotation close behind at 17.7%. Our Core Trio strategy balanced innovation and stability to deliver 17.2%, though Style & Market Cap Rotation faced challenges, returning 6.8%.

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🔄 Within our Dynamic category, leveraged strategies captured market momentum effectively. US Leverage Growth achieved an exceptional 36%, while US Equity Amplifier generated 24.8%. Our innovative All Weather Crypto portfolio, combining traditional and digital assets, delivered 22%, and the JPM Efficiente+ strategy contributed 10.3%.

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📈 For context, these results stand out against major benchmarks. While the S&P 500 ETF (SPY) rose 24.9%, most diversified allocation ETFs saw more modest gains: iShares Core Moderate Allocation (AOM) at 7.9%, Growth (AOR) at 10.7%, and Aggressive (AOA) at 13.6%. The Core U.S. Aggregate Bond (AGG) returned 1.3%.

Our performance also exceeded some industry averages, surpassing both equity-focused hedge funds (12.75% per Finimize) and the Barclay Hedge Fund Index (8.01%).

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Takeaways

While short-term gains make headlines, our consistent performance through diverse market conditions reinforces a key truth: disciplined, long-term investing remains the most reliable path to building wealth. Each market cycle presents both challenges and opportunities, and our systematic approach helps investors stay focused on their financial goals regardless of market swings.

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Happy Long-Term Investing!

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