Asset Development Portfolio
Week #14 - stick to creatin...
@thedevarsh · student
Week #14 - stick to creating an enduring portfolio that outlasts me
=> I recently shared some thoughts about markets and quarterly performance about my portfolio here:
=> I changed my benchmark index from S&P 500 Total Return Index to MSCI ACWI (link if you're curious:
) because it is more reflective of my portfolio's geographic exposure. => Most of the portfolio holdings are still trading at a discount to their valuation. => Securities market are quite volatile due to China tariff concerns (in my opinion) => Portfolio yield is under 0% for 2nd consecutive week. => Some holdings are doing well yet not getting appropriate reaction from the markets which is frustrating but does not concern me long term. => Cash holding is increasing so I am ready for new moves in case interesting opportunity surfaces.
a year ago