SGOV - Portfolio Review: The Cat The Tortoise And Me

2024-04-15 02:54:24 ET

Summary

• I created two dummy portfolios for a giant tortoise and a cat to provide context for my articles.
• The first quarter of the year is ending, prompting a swift evaluation of the evolution, results, metrics, critique style, and unresolved points of these portfolios.
• The article also includes my portfolio returns and results, with context on how I plan to improve the portfolio in the future.

For many investors, navigating the complexities of the financial markets can feel like a jungle. Trapped between the allure of high returns and the fear of significant losses, indecision makes it easy to feel paralyzed. This past year, I embarked on an experiment to inject fun and clarity into the investment process by creating thematic portfolios inspired by animal archetypes....

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