BentPine Capital November Portfolio Performance
- Christopher Garliss
- 4 days ago
- 3 min read
In January 2024, I launched the BentPine Model Portfolios, and despite market volatility and negative headlines, they’re delivering strong results!
Conservative Portfolio → Up 9.8% YTD
Moderate Portfolio → Up 15% YTD
Growth Portfolio → Up 18.5% YTD
These investment portfolios are built for long-term success. I started tracking them with $10,000 allocated to each strategy, identifying key opportunities to help you grow your wealth consistently. The best way to maximize their potential? A balanced investment across all three.
Each portfolio follows a distinct strategy:
✅ Conservative (Mostly Bonds) – Stability and security
✅ Moderate (Stocks & Bonds) – A balanced approach
✅ Growth (Mostly Stocks) – Higher upside potential
Proven Performance
Since inception:
📈 Conservative Portfolio → Up 17.8%
📈 Moderate Portfolio → Up 25.5%
📈 Growth Portfolio → Up 33.9%
Overall, BentPine Portfolios have beaten their benchmarks by an impressive 13.4% year to date!
Designed for All Market Conditions
Not everyone has the same risk tolerance, which is why I put together multiple strategies. While the Growth Portfolio may not always keep pace with roaring bull markets, all three strategies have shown a strong tendency to outperform during downturns—helping you stay ahead, even when markets get rough.
Sleep Better Knowing You’re Prepared
My daily market commentary and these strategies are meant to work together, giving you insights to navigate market shifts with confidence. My goal? To help you invest wisely, grow your wealth, and sleep soundly at night—knowing you’re prepared for whatever comes next.
Each portfolio includes specific recommendations and weightings based on how I invest personally.
The portfolios, weightings, returns, and recap are below, with results calculated through the end of November…
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