Showing posts with label Bonds. Show all posts
Showing posts with label Bonds. Show all posts

May 12, 2020

Portfolio Update May 2020



Another quarter has gone by and it’s already time for a brand new DIY Portfolio report.  For quite a while now, we’ve been doing these about every 12 weeks.

You can access earlier portfolio updates here:


We tried to avoid as much as possible talking about the main thing in all our lives right now. We hear or read too much about it every day. Despite our strong intentions, you’ll see that it won’t be possible to ignore it. At this point, let’s just say that luckily, all our family is doing ok, and we hope yours can also remain safe and well.

So today, after sone comments about the current state of this unparalleled situation, we’ll talk about how our DIY Portfolio fared in these trying circumstances and how we’ve managed it so far during that wild ride. Surprisingly, our portfolio is only down about 3% year to date but the worst of it may still be coming.

You’ll see that despite being well prepared, we probably could have done better buying wise. We’ll also report on our new and recent experience with bonds.

Once more, I’ll remind you that I am not an investment or tax professional of any kind. The intent of this blog is not to give specific investing advice. Before investing yourself, we suggest you do all necessary research and consult a licensed financial professional if need be. 

An Unprecedented Test to Our Resolve

So far, the last few months have been a great test to our resolve. This is a tragic crisis and despite too many losses, Humanity’s resolve is still holding on so far. We are seeing numerous real-life examples of people that have the courage to fight not only for themselves but more importantly, for others. Let’s remain strong and continue combating because we may not see the end of it for another year or more.