Welcome to my investing and trading blog (well hopefully it’ll be a trading blog again in the future). This is where I share my thoughts and moves within the financial markets, so you can follow along.
If you’ve been following my blog, you’d know that I haven’t been trading much lately. My performance has been sub-par, and I’ve been putting my focus on other means of income; building them up to be more steady so I’m not as affected when I *do* lose a trade.
That said, I know how important it is to be in the markets, so I’ve decided to create a diversified portfolio that I’ll passively invest in. That will hopefully grow through good market conditions and bad, while I build a solid bankroll to trade with.
The Portfolio
I built a calculator to maintain the proportions of each ETF whenever I add money to the fund — but given the fact that their prices vary pretty wildly, it’s hard to maintain an exact percentage. After making the adjustments to the portfolio this time around, here’s how the percentages shake out
Quarter over Quarter Percentage Changes
Not every ETF was up over this period, but overall the portfolio increased in value. Here’s how each security changed; both individually and how those changes affected the overall portfolio.
In total, the portfolio is up 24.6% compared to 37% in the S&P, and my monthly percentage gain was a little more than half that of the S&P — 6.6% compared to 11%. I’m slightly underperforming the market overall, but I’m comfortable with that.
My portfolio has ETFs that I don’t necessarily expect to perform right now — I’m okay with lesser gains now, as long as I have lesser losses in economic down-turns; and I have assets that I don’t expect to perform until years, maybe decades from now.
Conclusion
Overall, I’m happy, and other than the subtle changes to maintain percentages when I add funds to the portfolio, there’s nothing that I plan on adjusting right now.
Thanks for reading! Let me know in the comments your thoughts on this portfolio or if you have any questions. Honestly, I still consider myself to be still (always) learning, so we can help each other out. Make sure you stay tuned, too, to see how the portfolio continues to perform, your views and clicks are appreciated!