Posts tagged DJIA
Monthly Investment Portfolio Update: Still Outperforming DJIA & S&P
Jun 16th
My investment portfolio keeps beating the Dow Jones, S&P 500, and the NASDAQ which I’m overly happy about. The act of investing in certain industry-specific ETF’s has developed a diversified portfolio that at the same time can be some-what aggressive.
Although my portfolio has done well as the stock market overall hasn’t been having a great time these past couple of months, I wonder if my portfolio will keep outperforming the major indexes as the stock market recovers. My current hypothesis is that the performance of my portfolio may not outperform the indexes during a time of significant growth due to my hedge strategy holdings in the utilities sector. About 30% of my portfolio is in the financial sector which has attributed to a good portion of my gains these past couple of weeks, so that’s been encouraging and may keep my portfolio in a state of outperforming the indexes during a growth period.
My Stock Portfolio Minimized Losses
May 18th
May so far has not been a great month for the stock market. As of earlier this morning, the S&P is down almost 7% for the month of May. I should consider myself lucky given that I’ve only lost about 2-3% in the same time period. With recent happenings in the market, here’s my current outline and thoughts on where my portfolio is and what to consider:
