Its been 1 year since I started to track my stock investments on a monthly basis and compare them to a simple benchmark, the Vanguard Total Stock Market Index ETF (VTI). Here a couple charts I put together to see how I have been fairing:
I find the very strong correlation between my portfolio and the VTI benchmark very interesting. My portfolio has beat the benchmark 6 months our of the past 12 months and cumulatively beat the index by about 5%.
I guess that doesn’t surprise me - it tells me that at least so far Im doing the right thing by investing my money instead of just dumping it all into VTI. However, I have a feeling my portfolio did not perform as well when the market was gaining - that something to watch as the economy recovers.
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