Portfolio Performance review: 02.04
Balanced and Pure Stock Portfolios
Welcome back guys!
I am glad you become paid subscribers and I want to thank you all.
I remember that all the paid subscribers will have full access to the model portfolios and to every change I will apply to them. Moreover I will comment the main events to the stocks and ETFs included there.
In case you want to read the introduction of the two portfolios I’ll leave the link below:
If you haven’t subscribed yet, do it now!
Let’s see how thing are going for both asset allocations.
BALANCED PORTFOLIO
January has been a very tough month so far, and February didn’t start well too. The S&P 500 is down by 6% YTD, while the Nasdaq is losing 11% from the beginning of the year.
It is clear that this is a moment where it is better to stay defensive, and the balanced portfolio has been built to try to let you sleep well, even when markets are terrifying.
The month has been very bad for many asset classes: stocks, bonds and crypto.
On the contrary oil performed very well and it remains one of the most interesting areas right now.
Let’s see the chart with the portfolio total return (dividend are included):
Remember that the portfolio has been launched on 19th January.