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Possible The Worst Time to Invest – A Year On
By (The) Boring Investor  •  March 15, 2015
About a year ago, I blogged about setting up a passive portfolio comprising of 70% stocks and 30% bonds and discussed whether it could the worst time to invest, considering that the Dow Jones Industrial Average (DJIA) was near an all-time high and the Federal Reserves was planning to raise interest rates from an all-time low. You can read more about it at Possibly The Worst Time to Invest. After a year has passed, how has the portfolio performed? The portfolio was started in Dec 2013 with a lump sum investment. Since then, an additional investment amounting to around 13% of the intial investment was made in Mar 2014. Dividends received from the bonds were also reinvested back into the bonds. Other than that, the portfolio was left untouched and the market conditions did not trigger any rebalancing. After 14 months of investing, the portfolio has grown by around 12%, which ... ...
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By (The) Boring Investor
nvestor, Engineer, Photographer, Blogger, Friend and Son.
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