Wahoop! I have made it through ten years.
In fact, I’ve had a trackable portfolio for over 20 years. But 10 years ago I started tracking my portfolio in a consistent, monthly way – unitising its performance so I could measure its return. It wasn’t until 2015 that I started this blog, but since then I have been reporting monthly on the progress / setbacks I’ve made/encountered.
I have taken a Bogleheads performance tracking spreadsheet as the template for my own portfolio returns tracker, and that template has had a ’10 year’ row staring at me with a #N/A for the last 10 years. No longer!
In any case, I will loosely follow the format I’ve used for the last couple of years. I’m looking at seven generic questions that I think all prudent investors should ask themselves at least annually.Continue reading “10 year review”