Year In Review – 2019 Returns

It is that time of the year again when I do a review of my investments, expenses, net worth and also plan for the upcoming year. This year is special because I also have to do my 10 year planning as this is the start of a new decade. Anyway, enough banter, on to the good stuff. As usual, this will be a series and this is the first of them which covers my returns in 2019. Portfolio vs Index I got returns of 9.25% last year. When compared to some well known indices, my portfolio performed better than most, … Continue reading “Year In Review – 2019 Returns”

Year In Review – 2018 Returns

Update on July 15, 2019: I made a mistake in how I calculated my returns and as a result, my returns for 2018 was actually 2.17% and not 4.13% as indicated in this post. Except for that one mistake, rest of the post is accurate to my knowledge as of today :). So I still did not beat all the indices really. At the end of every year, I take stock of my investments, expenses and net worth to keep a tab on how I am performing with respect to my goals. This is also the time to rejig things … Continue reading “Year In Review – 2018 Returns”