2021 Investing Schedule

Money plan for the new year

It’s almost the new year and I couldn’t be more excited to start investing for the newsletter. This will be done in two ways:

1. A primary fund of $60,000 invested over 24 bimonthly increments of $2,500

2. Five tracking portfolios of $1,000 each

Here is what the 2021 investing schedule looks like altogether:

Since there are going to be so many purchases throughout the year, that will mean a lot of content related to the stocks I’m buying. I expect this to come in two major forms:

1. New purchases and their rationale

2. Overall portfolio metrics

And, just to make one final two-item list to make sure the goals of this project are clear, the objective of the main $60,000 fund is to:

1. Exceed the S&P 500 in return

2. Do it with less risk than the S&P 500

This will be really fun because many people say that outperforming a broad-market benchmark is impossible. Well, let’s find out firsthand! At the minimum, like any good strategy, we at least have a goal, even if it might be considered unrealistic. And, either a successful or non-successful outcome will be informative in many ways.

It’s going to be an exciting year and an especially interesting investment environment. Only a few days now until we start!