Personal Finance Blog
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January 2019 Portfolio Performance Review. Final Farewell to M1.
Since Inception
Total Portfolio Unrealised Gain/ Loss: $13,479.14
Total Portfolio Realised Gain/ Loss: $75,378.86
XIRR (Including dividends): 5.61%
January result was exceptionally good as the market turned bullish. My portfolio has moved from a region of unrealised loss to a significant unrealis…
Opinion on Factor-Based Investing Strategy
Recently, I came across the term 'factor-based' investing and decided to take a deeper look on whether this strategy could be applied to my investment portfolio.
Factor-based or risk-weighted investing is a diversification strategy that determines how one should allocate stocks in their p…