Year In Review – 2018 Returns

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 if they are not going according to plan. So in this post, I wanted to go over my portfolio returns for 2018 and share any learning. Portfolio vs Index Lets start with how my portfolio performed, compared to Nifty 50, multi-caps, mid-caps and small-caps last year (Jan 1, 2018 to Dec 31, 2018). Almost all indices have given poor returns. The only … Continue reading “Year In Review – 2018 Returns”