Regular portfolio reviews are something that poor performing investors tend to miss out on. If you pick stocks and own a portfolio, you’ll need to review your performance at least annually. How else would you know if your money is actually working for you?
As we head into July 2021, it is a good time for me and my Early Retirement Masterclass (ERM) community to review our performance thus far. I’ll be sharing how our portfolios have performed below.
But first:
What is the ERM Portfolio?
I retired at 39, and dividend payouts have been my main source of income. As part of my early retirement masterclass, students build a dividend-generating portfolio every run. I’ll then use my trainer fees to invest in the portfolio that was built in that particular class. This gives me skin in the game, forces me to analyse market changes and company announcements seriously, and hopefully assures my graduates that I’ve got their backs....