My portfolio performance suffered a dip in May. The hedge and the lack of allocation in US and technology companies played a big part in the underperformance. Having said that, the short term dip didn't really bother me as I invest for the long term. Unless the long term fundamental of a company has changed, I'll just ignore the noise and continue to invest and sleep well, while collecting dividends for the time being.
Return YTD was -7.36%, XIRR YTD -17.07%, and XIRR since inception was 1.48% at the end of the month. I added a fresh fund of $5,000 to the portfolio. If there was one important thing I learned throughout my investing journey aside from picking good companies, it would be having a good cash flow. The cash flow and holding power to ride uncertain times like this, so we didn't sell low and even bought more if possible, was what made the rich richer....