Tag: Performance-Report

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2019 Annual Performance Report – The Deep Value ETF Accumulator

“What gets measured, gets improved.”

Welcome to my 6th installment of my semi-annual performance reports. 2019 was an amazingly profitable year to be invested in the stock market, especially coming off the heels of that horrible last quarter of 2018. Most markets are hitting new all-time-highs and so are most investor’s portfolios. Look at how 9 major asset classes performed in 2019; even emerging markets performed well.

Source: https://novelinvestor.com/asset-class-returns/

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2019 H1 Semi-Annual Performance Report – The Deep Value ETF Accumulator

Welcome to my 5th installment of semi-annual reports. The first half of this year has been an amazing follow-up to the last quarter of 2018. Most markets are hitting all-time-highs and so are most investor’s portfolios. Check out what Mr. Charlie Bilello posted on Twitter just a few days ago. Now that’s a banner half year report.

“What gets measured, gets managed” So, why do we measure performance? Most investors want to get a good return on their investments, so there needs to be a benchmark and a measurement to know if they are getting a good return. I will take that one step further and say that most portfolio managers are looking to produce portfolios with good risk-adjusted performance. For example, a portfolio consisting of 60%/40% equities and fixed income should be compared to a similar portfolio, not a portfolio of 100% growth stocks. I have 3 main reasons that I track performance. 1. I run a blog dedicated to ETF investing and I expect that some people who read it want to know how well or poorly my strategy works. 2. I personally want to know if my strategy is worth continuing to pursue. 3. My wife wants to know if the time and effort I spend playing with my blog and researching investments is a good use of my time.

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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.

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H1 2018 Semi-Annual Performance Report – The Deep Value ETF Accumulator

“What gets measured, gets managed.”

So far, 2018 has been a relatively flat year in the broad U.S. Market indexes. There have been lots of ups and downs, but during the first half of this year the S&P 500 has only produced a price gain of 1.67% and a total return of 2.65%, assuming dividends were reinvested. (Source: spdji.com )

Let’s see how the Deep Value ETF Accumulator’s portfolio has faired in this environment.

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H1 – 2017 Performance Report – The Deep Value ETF Accumulator

I have had more than a few people ask me what is the performance of The Deep Value ETF Accumulator. I haven’t had a good answer because I don’t track it and it isn’t necessarily my primary goal. My primary goal is to build a very large portfolio of ETFs from all the great performing sectors of the market that I can find. Secondary to that is performance; which I do strive for by buying these ETFs at the best prices I can get.

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