You would have heard or read that many Fund Managers have given a decent return during 2017, well above the return given in the ASI. Some of these Fund Managers have achieved negative returns, but given their long term approach towards the Funds they have turned a positive return surpassing the ASI. A Model Portfolio we created on the 1st day of 2017 gained 14.22% by the close of the 1st day of this year. That was when the ASI achieved a gain of just 3.53%. I like to share the details of this portfolio, together with the portfolio that was re-balanced. You can find it in the link here:
https://docs.google.com/spreadsheets/d/1MBvPqvREQ8D-1TaudExsZwYyDUJ8ALkn-hc62w5mQyI/edit#gid=0
It is well known that having a long term approach in the Stock Market, helps you to increase value of your precious investments. In that sense building and keeping a very close scrutiny on your portfolio will certainly achieve fantastic results.
As we returned 14.22% last year, our goal now is to increase the invested amount together with the return on a compounded basis. Let's see how that will be achieved within the current year.
Let's look at a few more model portfolios with different combinations in the coming days.
Making money in the Stock Market is not easy, but not hard only with increased education and understanding.......
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2 comments:
Thanks.
Great initiative with sound technical analysis.
keep up the good work.
Charith
Thanks Charith
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