Monday, March 23, 2020

Victoria portfolio - May 2019 Jstock performance report

March 23, 2020

Introduction


It is so interesting to document performance based on Jstock app on my mobile. I like to show the progress report based on data on March 23, 2020.

Progress report


I set up Victoria portfolio in May 2019. I was a learner with less than one year experience, so I did not know what I am doing. It is so interesting to learn that my original portfolio has loss near 10%.




Actionable Item

Jstock is easy for me to track the performance.

I like to set up a portfolio called Victoria 2020, so I could track my TFSA portfolio in two accounts. I will add those transactions into Jstock, and then use the portfolio as well.



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