Annual Update – 2019 Review

Welcome to the annual 2019 update. This is part of  a series where I track our financial progress on a regular basis. I present three parts in this series: (i) Investment & Portfolio Update, (ii) Passive Income Update, and (iii) Goals Update.

1. Investment & Portfolio Update

2019 was quite an interesting year. The broad equity markets performed phenomenally well with the S&P500 returning 28.9%. I finished the year with a return of 23.5%, underperforming the S&P500 but beating a 60/40 or 80/20 portfolio.

Changes to our portfolio are summarized below.

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