10/13/2017 portfolio check

currently achieved 12.7% year to date return… (~$3,050) , with original target return 10% from $24,000 investment NAV. analysis will be followed later. Advertisements

Weekly Investment Update: 2017-08-06

I stopped posting periodic investment diary, as it is not only time-consuming, but also I found my irrational interpretations later. But I stopped following the market as well. In order to keep myself disciplined, I realized resuming regular investment check-up and review open to public is necessary. This could be of use, for my investment…

Q3 Portfolio Plan ver2.0

I am writing down a new Q3 portfolio plan after realizing that there are better ETFs for some sectors and styles. This time, I won’t be ETF provider specific. Rather, I will describe only asset allocation part. US market 50% (60%) US Core: US total stock market : 25% (ITOT, VTI) US small cap: 20%…

ETF-only Portfolio

As an young adult who works in financial market, I can’t “buy and sell” individual stocks on the right time. That means I have to manage my personal portfolios that are not under regulations, and ETF is a good investment product for that purpose. Yes, it is true that ETF is a boring investment: you…

Q3 Portfolio Plan

As discussed before, I am in the progress of reallocating my assets throughout the region/product type. Just as a reminder, below is my key asset allocation strategy in the stock market overweight Emerging market (India and south Asia including Indonesia) and peripheral Europe underweight the U.S. (less than 60%), but overweight small-cap slightly overweight Europe…

Strategic Asset Allocation

Since I started my “real” personal investing on April 11st, my luck was favorable to me. While the S&P 500 went up less than 5%, my portfolio achieved close to 5% return rate (including dividend, it’s 5.47% Year to Date!). Even after the dividend payout and net negative return in the U.S. market in June,…

The Second Half

한 해의 절반이 지났다. 남은 절반이 시작된 오늘, 나는 무엇을 목표로 했고, 무엇을 이뤘나. 아래는 내가 올 초에 적어둔 신년 목표 리스트다.   “ 2017년이 밝았다. 앞으로 364일 남은 올 한해, 무엇을 이뤄야 할 지 진지하게 생각해볼 때다. 목표 갯수가 많으면 집중하기도 힘들고 달성하기 어렵다. 그래서 딱 6 가지만 정하기로 했다. 그러나 충분히 구체적인 것들로……