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CIO Letter Q4 2024

For the quarter ending December, our Flagship portfolio declined 0.50%, net of fees. The S&P 500 Index, our benchmark, appreciated 2.41%. For the year ending in December 2024, our Flagship portfolio advanced 27.60%, net of fees, and the S&P 500 Index gained 25.02%.

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New York, NY 10020-2003
(212) 269-7801
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Stewart Asset Management is an investment advisory management team at Ingalls & Snyder, LLC, an investment advisor registered with the U.S. Securities & Exchange Commission and a FINRA member broker dealer. The content in this website is for informational purposes only and is not intended to be a general guide to investing, or as a source of any specific investment recommendation and makes no implied or express recommendation concerning the manner in which any account should be handled. Any investment program involves certain risks, including loss of principal, and no assurance can be given that any specific objective will be achieved. None of the content provided herein should be deemed tax or legal advice. Each individual’s tax and financial situation is unique. Therefore, you should consult a professional legal and tax advisor before taking action.
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