December 15, 2017 – It’s my quarterly trading day and what did I do?

As is my practice I only trade securities four times a year after reviewing our household portfolio performance, asset allocations, and any new ideas that I wish to act upon.

This quarter was a bit of a watershed. Today was my trading day and guess what? I did not make a single trade. 

Performance is ahead of our targeted 7% annual rate of return. Asset allocations are all close to plan. No new ideas emerged that seemed any better than those I have had before.

As I said before, it may sound boring, but I am pretty excited to be doing what I set out to do and, at least for now, being rewarded for it.

I do think sometimes the best move is no move at all.

I will do a full update on the quarter and year and post it here at in early January. Some of my ideas regarding asset allocation are evolving as we get closer to the distribution stage of our portfolio (i.e., retiring from full-time employment in the next couple of years).


Author: Michael

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