Tuesday, June 12, 2018

Left my portfolio untouched for 9 months and got 54.4% returns. Is it time to make changes?

Last September I started another portfolio to try out a less involved strategy. My plan was to make changes only if something catastrophic happened, or I felt that one of my holdings had reached its maximum potential return. After 9 months I have received 54.4% return. Could someone take a look at my portfolios stats below and let me know what you think? Should I leave it untouched or make some changes (like re-balancing...)?

Monthly Returns

Metrics

Thanks! Let me know if you need any more info.

Edit: The portfolio is 4 holdings and they were equally balanced when I started.



Submitted June 12, 2018 at 07:19AM by EdyShit https://ift.tt/2ydR1G3

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