I. Mid-year portfolio performance
I published my 7 stock portfolio back February 2018, back when I expected 2018 to be a year of excitement and opportunity in the markets. Instead, what happened subsequently was either:
Not worth writing about (i.e., noise)
Wouldn’t make me look good (i.e., poor investment decisions)
But in the spirit of accountability, let’s assess the damage so far this year, shall we?
As discussed in earlier articles, I run a core-satellite portfolio of passive and active funds. Total portfolio return to date was -2.20% (versus +7.7% for the S&P). If