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!