The return is calculated using the time-weighted return. For a detail explanation on how to calculate portfolio return and what is the difference between time-weighted return and money-weighted return, please refer to this article.
wdt_ID
Year
SPXTR
EFA
VT
Portfolio
1
2,020
18.40
7.59
16.61
33.56
2
2,021
28.71
11.46
18.27
-0.13
Year
SPXTR
EFA
VT
Portfolio
YearMonth
SPXTR
EFA
VT
Portfolio
202001
-0.04%
-2.82%
-1.56%
-0.42%
202002
-8.23%
-7.77%
-7.22%
-4.82%
202003
-12.35%
-14.11%
-14.76%
-9.73%
202004
13.86%
8.06%
12.09%
9.67%
202005
4.76%
5.43%
5.21%
-0.66%
202006
1.99%
3.50%
3.07%
3.93%
202007
5.64%
1.94%
5.29%
15.67%
202008
7.19%
4.72%
6.01%
7.95%
202009
-3.80%
-2.05%
-2.93%
-3.33%
202010
-2.66%
-3.55%
-2.05%
-2.20%
202011
10.95%
14.27%
12.37%
13.34%
202012
3.84%
5.02%
4.94%
4.66%
202101
-1.01%
-0.78%
-0.23%
7.14%
202102
-8.23%
-7.77%
-7.22%
-4.82%
202103
-12.35%
-14.11%
-14.76%
-9.73%
202104
5.34%
2.95%
4.13%
2.35%
202105
0.70%
3.48%
1.58%
-0.44%
202106
2.33%
-1.08%
1.18%
1.12%
202107
2.38%
0.77%
0.64%
-4.53%
202108
3.04%
1.45%
2.26%
-1.58%
202109
-4.65%
-3.26%
-4.10%
-6.75%
202110
7.01%
3.18%
5.15%
5.56%
202111
-0.69%
-4.53%
-2.62%
-6.01%
202112
4.48%
4.41%
3.81%
0.99%
202201
-5.17%
-3.63%
-4.58%
-2.89%
202202
-2.99%
-3.43%
-2.77%
-5.06%
202203
3.71%
0.52%
1.89%
3.34%
202204
-8.72%
-6.74%
-8.10%
-9.38%
202205
0.18%
2%
0.49%
-0.90%
202206
-8.25%
-8.72%
-8.14%
-2.75%
202207
9.22%
5.17%
6.98%
-4.00%
202208
-3.34%
-5.48%
-3.43%
-2.81%
202209
-9.21%
-9.22%
-9.53%
-14.38%
202210
8.10%
5.89%
6.38%
-6.60%
202211
5.59%
13.17%
8.28%
23.53%
202212
-5.76%
-1.82%
-4.43%
-0.92%
YearMonth
SPXTR
EFA
VT
Portfolio
Indexes: VOO, VOOG, BRK, 2801, currently account for around 50% of the portfolio.
202106: take profit and withdraw a relatively large share of the portfolio to support other financing needs; leverage reduced to zero.
202206: reduce leverage to nearly 0 by liquiding VOO and INTC. Taking a loss on INTC and reducing exposure to the US stock market since China Market is more attractive.
Investing Philosophy
Dos
Learn coz things change
Invest in assets that produce cash flow
Find assets that I will hold for a long period of time
Know the difference between price and value
Use some leverage
Choose assets by opportunity costs (Your next best option)