Here is the update for my Daedalus portfolio for January 2025. If work is not too busy, I will try to provide an update where possible.
I explain how I constructed this portfolio in Deconstructing Daedalus Income Portfolio. You might not understand what I wrote below if you haven’t read this post.
All my personal planning notes such as income planning, insurance planning, investment & portfolio construction will be under my personal notes section of this blog. You can also find the past updates in the section.
Portfolio Change Since Last Update
The portfolio was valued at $1.481 million at the end of November and is currently at $1.534 million at the end of December.
We reported a portfolio change of $53,000 for January 2025.
As of 4th February 2025, the portfolio is valued at $1.507 million.
Here are the primary security holding returns for the month-to-date and year-to-date:
The returns of all funds are in USD. This includes the performance of the Dimensional funds,
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