It has been almost 6 months since I've transitioned my cash investments rom a robo-advisor managed investment portfolio to a self-managed model and I finally found some time to share their performances so far.
Performance of my cash investment portfolio
The market has been bearish for the entire year so it's needless to say that all my cash portfolios are in the red.
|
Portfolio |
Objective |
Performance (YTD) |
|---|---|---|
|
Core Portfolio |
Invest in a diversified portfolio of ETFs that suits my macro views of the economy to generate long term accumulation of wealth consistently >6% with moderate volatility each year. |
-16.44% |
|
Growth Portfolio |
Invest in assets to generate long term accumulation of wealth consistently >6% with moderate volatility each year. |
-55.46% |
|
Dividend Portfolio |
Generate >5% dividend yields yearly which will be reinvested into the portfolio until retirement age is reached. |
-0.39% |
|
Health Sinking Fund Portfolio |
Invest in assets to generate long term accumulation of wealth to pay for health-related expenses during retirement years |
-18.4% |
