Portfolio performance report Q4 2018

· 144 words · 1 minute read Investing

Composition

The funds in my portfolio haven’t changed since last quarter.

Type ETF Ticker Allocation
Government bonds Xtrackers Global Sovereign XG7S 18%
Developed 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.

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

Performance per asset as of January 1st 2019

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.