Portal Digital Fund Horizon Index Fund Radiance Global Fund January: +9.2% January: +34.4% January: +30.89% YTD: +9.2% YTD: +34.4% YTD: +30.89% Since Inception: +91.3% Since Inception: -77.7% Since Inception: -16.42% Market Commentary from Mark Witten, CIO Cryptocurrencies and digital assets (“crypto assets”) had a solid start to 2023, bouncing back from one of the worst […]
Tag Archives: MARKET COMMENTARY
-
Portal’s May Market Commentary
INTRODUCTION This has been the strangest three months the world has witnessed since 9-11. The COVID-19 pandemic has triggered an extraordinary policy response globally due to the depth and magnitude of the economic drop-off due to the global lockdown. This has spurred quantitative easing (QE) and the direct monetisation of massive fiscal spending to levels […]
-
Quarterly Update Digital Assets Market Commentary
INTRODUCTION As the saying goes: “A rising tide lifts all boats”. In this case it seems the tsunami of excess liquidity is pushing asset valuations globally as the Great Reflation injects unlimited QE and the search for yield continues. This is great for asset holders, but bad for inflationary expectations and main street. With oil […]