Aug 2024 Funding Portfolio Efficiency Replace: A Evaluate of Endowus, AutoWealth, Tiger Brokers, and Crypto Platforms
So, the entire concept of updating on a per-month foundation rapidly fades away with adjustments in my life. Additionally it is not possible to replace as usually as I might have carried out so in 2020. Finally, the updates plateaued for a stunning 2 years the place lots of my selections have been to take revenue and cut back positions and have been too tough to doc intimately. Nonetheless, we are able to proceed for a recent 2024 and hopefully be about to remain disciplined about all the things else on funding, household, work, and well being. We now have to all the time preserve our hopes and keep the self-discipline for all the things. This can be a YTD efficiency. This 12 months it’s up nearly 6k which is respectable for my part. Within the final 3 years, all the portfolio is up about 20%. That makes it annualised round 6.5% p.a. which…
