Here's an update on the portfolio's performance.
YTD Performance
My Portfolio: +7.72%
Vanguard 500 Index: +6.15%
(Source: Portfolio Visualizer)
This is a pretty mixed month. I was expecting the outperformance of my portfolio as compared to the index in terms of CAGR to continue this month. However, the index has a really good performance this month as you can see in the monthly breakdowns below.
(Source: Portfolio Visualizer)
In the month of April, the index delivers a staggering 5.32%. Of course, such performance will not happen every month and I still expect some pullback in the months ahead. Good thing about my portfolio performance this month is that the sharpe ratio still remains higher than the index.
Also, it's a consecutive 4 months of positive returns so far. Let's hope this positive streak continues. Owing to this streak of positive returns, the portfolio hasn't had any impactful drawdown at the moment....