Here's an update on the portfolio's performance.
YTD Performance
My Portfolio: +7.72%
Vanguard 500 Index: +6.15%
(Source: Portfolio Visualizer)
Overall, my portfolio continues to beat the index in the month of March from a YTD perspective. However, I was expecting better results for my portfolio in the month of March.
If we were to isolate the performance of my portfolio against the index on a month-to-month comparison, here is the result.
(Source: Portfolio Visualizer)
The index has a good run in the month of March, returning 4.37%. Meanwhile, my portfolio did not fare as well and only returns 0.27%. So, that's certainly a bummer here.
Having said that, I'm still happy that my portfolio managed to have a better return YTD with less volatility, and hence a higher sharpe ratio. Also, it's the third month in a row that my portfolio is providing positive returns without any drawdown so that's definitely something to be glad about. Hope this performance continues.
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Till the next time.
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