What a tumultuous start to the new investment in year! With a blink of an eye, 2 months have passed.
(1) My equity portfolio lost 6% in value. Mainly in my Growth portfolio, which has the more risky and volatile companies. I had also done some switching out of Growth to Income companies as valuation of the latter became attractive in the last few days.
(2) I have received 1.5% back via Q1 ex dividends and at least 1.2% via Q2 ex dividends. This shows the value of investing dividends paying companies. (On track for 5% target yield)
(3) My index portfolio gained 2% in value with Bonds index and Gold making headway that offset the retreat from Equities and Reits Indices. Index Portfolio continues to show its value to me. (Far far away from
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