3 Comments
User's avatar
no-brainer multibaggers's avatar

Very specific. Makes sense to measure your portfolio performance against the benchmarks you mentioned. It is liberating not to compare yourself to everybody, truly. I can relate.

I am glad to hear you didn’t fomo into buying stocks you hadn’t done your homework on. I would think that is discipline or a mature investor mindset

Sparky's avatar

Thank you. I'm really enjoying your writing/thoughts as well as the picture taken from the Twins. I left Hong Kong last December (after 10 years) and miss the place.

How are you laying the performance/benchmarking out in a spreadsheet? The graphics re the role of the portfolio components were very clear.

Many thanks

Sharp Old Mind's avatar

Thanks for sharing how you benchmark your portfolio. I learned a lot. I like how you blend different indicies to match what is in the portfolio.