devarsh ruparelia
devarsh ruparelia@thedevarsh · student

Week #14 - stick to creating an enduring portfolio that outlasts me

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Discussion
=> I recently shared some thoughts about markets and quarterly performance about my portfolio here: https://devarshruparelia.tumblr.... => I changed my benchmark index from S&P 500 Total Return Index to MSCI ACWI (link if you're curious: https://www.investopedia.com/ter...) 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.