Portfolio performance report Q4 2018
· 145 words · 1 minute read
Composition
The funds in my portfolio haven’t changed since last quarter.
| Type | ETF | Ticker | Allocation |
|---|---|---|---|
| Government bonds | Xtrackers Global Sovereign | XG7S | 18% |
| Developed markets | iShares Core MSCI World | IWDA | 49% |
| Small cap | iShares MSCI World Small Cap | IUSN | 14% |
| Emerging markets | Xtrackers MSCI Emerging Markets | XMME | 10% |
| REIT | Amundi ETF FTSE EPRA NAREIT Global | EPRA | 9% |
Growth of portfolio
Portfolio performance as of January 1st 2019.
In Q4 of 2018, I invested an additional €916 into the portfolio. Unfortunately, the portfolio suffered just like the whole market did. This resulted in a 6.5% loss for the total value of the portfolio. However, fluctuations are expected so I’m not worried about the long-term return.
Performance per asset
Both the stocks and the real-estate funds suffered a lot. The performance of the bonds was the only bright spot: XG7S grew by 3.2% over the last 3 months.