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
# Shrs ETF May 31 2018 June 30 2018 Jul 31 2018 Aug 31 2018 Sep 30 2018 Oct 31 2018 Nov 30 2018 Dec 31 2018 353 VTI (Stock ETF) 49914.20 49691.81 51156.76 52900.58 52826.45 48911.68 49896.55 45053.39 415 TLT (Bond ETF) 49924.50 50360.25 49160.90 49812.45 48667.05 47135.70 47861.95 50426.55 408 GLD (Gold ETF) 49975.92 47923.68 46977.12 46075.44 46006.08 46981.20 47140.32 49470 REITs (Combined UHT FRT NNN) 50167.7300 52683.2300 53688.0700 57092.33 56045.4800 53714.45 58054.78 52847.33 269 UHT (REIT) 16758.70 17433.89 17982.65 20285.29 20016.29 17242.90 18886.49 16508.63 141 FRT (REIT) 16718.37 17588.34 17622.18 18228.48 17832.27 17491.05 18624.69 16643.64 406 NNN (REIT) 16690.66 17661.00 18083.24 18578.56 18196.92 18980.50 20543.6 19695.06 CASH 17.65 17.65 334.75 445.48 882.55 1193.78 1308.53 2005.47 June 1 2018 July 2 2018 Aug 1 2018 Sep 1 2018 Oct 1 2018 Nov 1 2018 Dec 1 2018 Jan 1 2019 Total Portfolio Value 200000.0000 200676.6200 201317.6 206326.28 204427.61 197936.8100 204262.13 199802.7400 Dividends 317.10 110.73 437.07 311.23 114.75 696.94 VTI 254.51 TLT 114.75 117.03 UHT 181.58 FRT 143.82 NNN
Total Returns
Current Asset Distribution
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