Sunday, June 23, 2019

Case study: Par 401 K portfolio update

June 23, 2019

Introduction


It is my personal finance research. I have to push myself to learn behavior finance, and learn how to be a successful investor. I need to go over my Par IRA portfolio ( called Siva portfolio) and make sure that I am on the right track starting from May 2019.

Case study


Now I have 2.5% YTD return. I need to learn how to save time and also monitor the porfolio. How to prepare the bear market?



Last 10 years performance



401 K fund performance




No comments:

Post a Comment