I want to give a short update and show some statistics regarding my portfolio today. The update already includes the most recent addition, Alpek SA, a Mexican Chemicals company. I want to start out with some historic statistics in comparison to benchmarks. The following chart shows the money-weighted cumulative return in comparison to a custom benchmark consisting of an equal-weight allocation to the 5 Alphaarchitect factor ETFs (AA). I choose Alphaarchitect ETFs as my benchmark because they would be my go-to alternative I can trust (if I had access). Clearly, my portfolio was more volatile, especially during 2020 but my global, concentrated & integrated factor approach apparently played out nicely so far. Of course this is no guarantee that it will continue like this going forward.
Share this post
Portfolio Update Juli 2021
Share this post
I want to give a short update and show some statistics regarding my portfolio today. The update already includes the most recent addition, Alpek SA, a Mexican Chemicals company. I want to start out with some historic statistics in comparison to benchmarks. The following chart shows the money-weighted cumulative return in comparison to a custom benchmark consisting of an equal-weight allocation to the 5 Alphaarchitect factor ETFs (AA). I choose Alphaarchitect ETFs as my benchmark because they would be my go-to alternative I can trust (if I had access). Clearly, my portfolio was more volatile, especially during 2020 but my global, concentrated & integrated factor approach apparently played out nicely so far. Of course this is no guarantee that it will continue like this going forward.