Legend has it, that you can never beat the index.
This page intends to keep track of performance of my portfolio compared to the index (PSEI), and to Phil Equity, one of the most respectable funds in the Philippines. This portfolio is comprised of US stocks, PH stocks, real estate, bonds and private equity.
| Year | My Portfolio | PSEI | Phil Equity |
| 2017 | 26.33 | 25.1 | 23.3 |
| 2018 | 7.85 | -12.76 | -10.86 |
| 2019 | 10.13 | 4.68 | 3.87 |
| 2020 | 22.98 | -7.79 | |
| 2021 | 28.77 | 1.58 | |
| 2022 | 8.52 | -7.81 | |
| 2023 | 19.68 | -1.77 | |
| 2024 | 18.22 | 1.22 |
Returns in %
You too can Learn Value Investing
Disclaimer: This is a course that I created for the purpose of teaching investing. So if you buy into this course, you are actually giving me money. Money which will I use to produce more lessons.
There are ways to invest, but my particular strategy is value investing. Learn value investing by enrolling in this course (Fundamental Analysis).