Business Insider investors of the month: September 2024

businessinsider.com
30 Sep 2024
  • The S&P 500 is up about 1.5% in September.
  • But some funds performed much better than the broader market.
  • Below are our investors of the month for September.

Stocks had a tough first week of September, with the S&P 500 tumbling more than 4%, thanks partly to a mediocre August jobs report.

But the market rebounded as the Federal Reserve slashed interest rates by 50 basis points, a move the central bank hopes will help the economy avoid a recession.

As of Friday, the S&P 500 was up around 1.5% in September, bucking the month's historical downward trend.

Some funds performed much better than the broader market, however. Below are our investors of the month for September, including managers of the top US-focused and international-focused funds, as well as the "Holy Shit" fund of the month, which is the best-performing overall fund. The latter is usually a leveraged fund, which are not considered for the investor of the month categories.

Data is through September 26, and is pulled from Lipper, Dow Jones, and Google Finance.

Malcolm R. Fobes

Fund: Berkshire Focus Fund (BFOCX)

Month-to-date return through September 26: 7.94%

Year-to-date return: 38.55%

Top 3 holdings: Nvidia; Amazon; Broadcom

Peter Hubbard, Invesco

Fund: Invesco Golden Dragon China ETF (PGJ)

Month-to-date return through September 26: 23.74%

Year-to-date return: 7.2%

Top 3 holdings: JD.com; Alibaba; Yum China

GraniteShares 2x Long TSLA Daily ETF (TSLR)

Managers: Benoit Autier, Jeff Klearman

Month-to-date return through September 26: 40.46%

Year-to-date return: -21.7%

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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