In 2020, my portfolio returned 17.15% and the S&P 500 index returned 18.40%. Cash holdings averaged 40% during the year and 53% since June. This resulted in a fairly significant headwind relative to the index (which has increased a remarkable 23% since June 1st).
2020 Performance Review
2020 Performance Review
2020 Performance Review
In 2020, my portfolio returned 17.15% and the S&P 500 index returned 18.40%. Cash holdings averaged 40% during the year and 53% since June. This resulted in a fairly significant headwind relative to the index (which has increased a remarkable 23% since June 1st).