Here's an update on the portfolio's performance.
YTD Performance
My Portfolio: +5.2%
Vanguard 500 Index: +12.57%
(Source: Portfolio Visualizer)
This is definitely a bad month for my portfolio by any measure. YTD return for my portfolio in the previous month was +9.68% with a good Sharpe ratio and no drawdown then. The portfolio took a little dive this month with the YTD returns sitting at +5.2%, which means that I have experienced a drawdown for my portfolio this month and it's the first month that has happened in 2021 so far. I was also disappointed with the high standard deviation of my portfolio in relative to the Vanguard 500 Index. There are definitely some lessons to learn from what's happening this month as it exposes certain weakness in the portfolio based on the certain sector movement in the market this month.
However, I am not looking at tinkering the portfolio...