Weekly Checkup for Portfolio
Current Portfolio
Cash: USD27073
Stocks: USD72780
In the three weeks since I've begun my test portfolio, using only one of my investment ideas (I've two others), the portfolio has hardly changed. This is expected of Investment Idea #1 - dividend paying stocks tend to be low in violatility, and the large outlay of cash (about 20%) served as ballast (critics call it deadweight, but their strategy is different from mine).
At this point of time, I have not completed my studies and calculations for my next two strategies. It'd take some time, since I'm not a full-time fund manager (and would not go full-time for at least 5 years). I still feel I need to study more, and seek further understanding, so I would like to take it slow. I will not repeat the mistake of my first fund.
Cash: USD27073
Stocks: USD72780
In the three weeks since I've begun my test portfolio, using only one of my investment ideas (I've two others), the portfolio has hardly changed. This is expected of Investment Idea #1 - dividend paying stocks tend to be low in violatility, and the large outlay of cash (about 20%) served as ballast (critics call it deadweight, but their strategy is different from mine).
At this point of time, I have not completed my studies and calculations for my next two strategies. It'd take some time, since I'm not a full-time fund manager (and would not go full-time for at least 5 years). I still feel I need to study more, and seek further understanding, so I would like to take it slow. I will not repeat the mistake of my first fund.
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