Getting Rich Using An Investment Portfolio
Hello Everyone,
CQ here again. Let me just set the stage a little for context. I have been tracking an IRA account since December 1st 2016, this account has had no external money added to it since I started tracking it so the growth has been purely the value of the stock plus the dividends and my annual rebalancing.
On Dec, 1st 2016 the value of the account was $39,548. The account as of March 30th 2022 is $70,975, which is a gain of $31,426 roughly a 80% return since 2016. You break that down over the amount of time invested five years and you get a 16% return.
The best part is I have already shared this exact investment portfolio with you. Check out the David Swensen Portfolio in the Asset Portfolio Builder.
Not only does the portfolio average a decent return, but the risk is spread out across many areas. I am using diversified ETFs that track different market segments so for me to lose all of my money, an entire industry would need to go offline, and like I said if that happens well I will have bigger fish to fry than worrying about money. The reason I don’t have data past March is because I consolidated some old accounts so I need to reconcile my accounting and post that in a future post. I did some quick math and when I stitch both data sets together I am still seeing a 16% return from Dec, 1, 2016 to April, 28th, 2026 ~ 10 years of actual data.
Ok so the Swensen Investment Portfolio makes money but is it easy to set up and maintain? Join us in our next post to find out.