March Portfolio Update

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.


If you are interested to know what make up this portfolio, you can sign up and be a patron! This information will only be available to the patrons.


Till the next time.


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