Portfolio performance vs the S&P 500

So far so good

On January 4, I had the first portfolio purchase of the year. Here is how that combined group of stocks has done on a daily basis compared to the S&P 500 so far:

While that performance may look pretty similar, the return-to-risk ratio of those two lines is actually quite different:

Although it’s just the very beginning, I’m happy to be on track for my goal to beat the S&P 500 in return while taking on less risk. There is still a long way to go but it’s always nice to get off to a good start!


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