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2018 Annual Performance Report – The Deep Value ETF Accumulator

“What gets measured, gets managed”

The Deep Value ETF Accumulator 2018 Annual Performance Report

 

 

 

I’ll be the first to admit, 2018 was a tough year to make money in the stock market. But, if you are in the accumulation phase of your investing journey, take heart, most of your purchases of equities last year were probably at great prices. This may not make you feel any better about your year-end account balances, but if your account simply returns to par in 2019, you’ll probably be up substantially in the new year.

If you do anything more elaborate than just dollar-cost-average into your investment accounts, I highly recommend looking at the performance of your accounts. The reason being is that if what you’re doing isn’t keeping pace with a broad market index, it may be worth considering tweaking your strategy, or simply throw in the towel and dollar-cost-average into a few good index funds or ETFs. A couple of years ago, my better half (aka HH7) asked me how my investment strategy was performing. In other words, was my strategy worth all the trouble? I didn’t have an answer. So, I went through the effort to discover what our actual returns were in our accounts after subtracting out the contributions. Ever since then, I have published our returns for HH7 and on my website semi-annually. This will be my 4th report since starting the Deep Value ETF Accumulator blog.

LINKS TO MY PAST PERFORMANCE REPORTS:

SO, HOW DID WE DO IN 2018? 

Not great; but not horrible either.

NOW FOR MY SEMI-ANNUAL RATIONALIZATIONS (aka excuses):

Now, on to our EOY (end-of-year) asset allocation. I publish this every weekend, but I published a special EOY HOLDINGS CHART after the market closed on December 31, 2018. Here’s what we currently own:

THE STORY BEHIND OUR LARGEST HOLDINGS:

Changes made to the Deep Value ETF Accumulator buy-list in 2018:

Here’s how the daily Deep Value ETF Accumulator chart looked on December 31, 2017:

Now, here is the current Deep Value ETF Accumulator chart dated December 31, 2018:

In conclusion, I want to reiterate, if you’re doing something other than dollar-cost-averaging into a few good funds, do you know how your investments are performing? It’s worth the effort. If you are significantly trailing your benchmark, maybe some changes are in order. I wish you all a Happy New Year. Stay diversified friends.

Thank you for reading my blog.

Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator

Disclosure: I own many of the funds discussed in this article. I am not a professional investment advisor. Please performed your own due diligence or consult a Registered Investment Advisor prior to investing in any fund mentioned in this article.

 

 

 

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