Portfolio Update: August 2018

I thought I could finally mention this phrase “a rising tide lifts all boats” but the Turkish Lira crisis in the past week put paid to that.

Nonetheless, it’s still a good month. The entire portfolio remained quite resilient for the past month and with a few thousand dollars of injection, the value of the portfolio finally breached $450,000 after a few months of hard tries.

Like the entire stock market, the portfolio has not done too well for 2018 thus far and it’s mainly  capital injections and accrued interest that helped to grow the portfolio. Hopefully, I can just sit back for the rest of the year and let the market do its job.

Overall Portfolio (Value: $450,000)

Monthly Change: +$7,000 (+1.6%)

Yearly Change: +$35,000 (+8.4%)


1. 15HWW Permanent Portfolio
The sub-portfolio increased by $2,000 and there were two key drivers. The rise of Berkshire B and the …