At the end of every year (at least) I take a look at my portfolios and ask myself the question – “Is it worth the effort trying to actively manage my portfolios rather than simply holding an Index fund ?” (for example). As we see in many
Archives for January 10, 2025
Hawking Portfolio Review: 8 January, 2024
Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield – or over $1,000 per month “income” from
Dirac Portfolio Review: 8 January 2025
I opened the Dirac Portfolio in March 2024, as an “Income” portfolio, with the intent of populating it with CEFs using a mean reversion strategy based on 12-month Z-scores. However, with the markets being in a strong uptrend through 2024, no funds were
You must be logged in to post a comment.