August was a nice positive month for all portfolios. There was also a nice opportunity to add to growth stocks during the dip around mid-month, though it was very short-lived.
Tag: portfolio
July was a somewhat flattish month, though we did get a nice little dip mid-month. Added more to index funds on the dip but sadly the dip didn’t last long.
Growth stocks came back with a vengeance in June. That benefitted the portfolio since I’ve been swapping value stocks for growth stocks over the past year. However, the portfolio has
S&P 500 was down ~2%, Dow was the hardest hit down ~3% and Nasdaq managed to end the week only slightly underwater. High growth stocks actually performed pretty well. ARKK
As expected, we got a sell off in May per the market adage “sell in May and go away”. There’s fear in the market due to rising bond yields and
Markets were moving sideways in April, since hitting all-time highs around mid-month. I didn’t see much opportunity for long-term adds, so I took the time to catch up on my
Wow March was another rollercoaster month. The ups and downs might have been good for a trader, but tooo bad I ain’t one. Felt a bit nauseous at certain points
Performance February was a real roller-coaster of a month. It started out with a strong rebound from the lows hit on 29 Jan, peaked around 16 Feb, then started to
Performance The Family Portfolio performed pretty well in January, up +2.5% outperforming both the S&P 500 (-1.1%) and Nasdaq (1.4%). Much of this outperformance can be attributed to higher exposure
In my last post, I revealed all the holdings in our Family Portfolio (note: there have been some changes since). In this post, I’d like to go deeper into each