In 2024, an intriguing phenomenon observed in the stock market is that despite numerous companies achieving record highs, diversified portfolios managed by prominent investors have struggled to keep pace with the benchmark S&P 500 index. For instance, investments in Michael Burry’s top 5 holdings yielded a return of 11.33%, while Warren Buffett’s analogous portfolio saw growth of 11.24% by June 17. Robert Kiyosaki’s holdings increased by 37% by June 13. In comparison, the S&P 500 itself showed a year-to-date gain of 15.13% by July 1, 2024.
Continuing this assessment of prominent investors’ performances, Finbold examined how a $1,000 investment in George Soros’ top 5 holdings on January 2 fared by the present time. To simplify calculations, holdings characterized as put options were excluded, focusing instead on Soros’ five largest non-derivative investments, assuming an equal allocation of the initial $1,000.
Beginning with Alphabet (NASDAQ: GOOGL), a $200 investment in its shares on January 2 would now be valued at $263.67, marking a 31.83% increase year-to-date. Similarly, an equal investment in AerCap Holdings N.V. (NYSE: AER), a company specializing in aviation leasing, would have grown to $257.63 by July 1, 2024, reflecting a 28.82% rise.
Conversely, an investment of $200 in Rivian (NASDAQ: RIVN) shares would have decreased to $127.20 due to a substantial 36.40% decline since the beginning of the year. However, MicroStrategy (NASDAQ: MSTR) presented a starkly different scenario with an impressive 101.05% increase, turning a $200 investment into $402.09.
Finally, $200 invested in DigitalOcean Holdings (NYSE: DOCN) at the start of the year would have slightly decreased by 4.11% to $191.78.
Summing up, a $1,000 investment in George Soros’ top 5 holdings at the beginning of 2024 would have grown by 24.24% to $1,242.37, surpassing the performance of the S&P 500 during the same period.
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