Growth Portfolio Returns

Growth Portfolio Returns

 

Below are the results of the Growth Portfolio started on June 1st 2018 so it can be tracked in real time here on my website. I decided to start this separate portfolio at the same time I started my Peer to Peer Lender Portfolio giving both portfolios similar balances so we can see the actual returns of each on a monthly basis. I have been investing in these assets, with this exact portfolio distribution, for over 20 years. This is where most of my personal investment capital still resides.

Click here to see the logic behind how the Growth Portfolio is constructed.

 

Growth Portfolio Monthly Returns

 

Total Returns

 

 

 

 

Current Asset Distribution

 

Other Growth Portfolio Related Posts

 

About My Growth Portfolio

About My Growth Portfolio

My Growth Portfolio is simply made up of the following 4 assets:Stocks, Bonds (US Treasury Bonds). Gold – mostly physical gold and REITs

Portfolio Comparison

Portfolio Comparison

Comparing three separate growth portfolios against a baseline of the S&P 500 ETF shows that just investing in stocks alone is not great

Backtesting

Backtesting

By backtesting (simulating with a computer) for many years in the past the strategies we are going to use, say 10 to 50 years in the past, gives us an idea of how it “might” perform in the future…

Bonds

Bonds

Bonds are a part of most portfolios and have been for a long time. They historically move opposite to stocks allowing diversification of portfolios

REITs

REITs

25% of my growth portfolio is invested in real-estate funds. I use REITs to get exposure to real-estate rather than rental properties etc

Gold

Gold

Stocks

Stocks

25% of my growth portfolio is invested in stocks. I use ETF’s that give exposure to the whole US stock market. ETF’s can be purchased in USD or GBP

Growth Portfolio Update – October 2018

Growth Portfolio Update – October 2018

The Growth Portfolio took a dip in October, mostly due to some uncertainly about the US midterm elections, which will be held in November (6th). That, added to the trade war situation with China…

Growth Portfolio Update for September 2018

Growth Portfolio Update for September 2018

Return figures for September 2018. The Growth Portfolio pulled back a little in August. The markets still have a bit of confusion about the trade wars it seems, plus all this posturing going on in…

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