Investment Performance July 2018

Investment Performance July 2018

After the last investment performance of June 2018, markets certainly performed better in July 2018. Consequently all of the benchmarks 5.4% to 8.8% for the month, but my portfolio rose a nice 15.4% for the month. Being mid and small cap oriented, my portfolio has almost been flattish over the last six months, but that compares well to mid and small cap funds or PMS, though not so well with Large Cap Oriented Funds.

Portfolio Returns
Investment Performance in comparison to various benchmarks

Here is information in the above graph in a easier to read tabulated form. 

Portfolio and Trading Returns
Investment and Trading Performance over different time frames, updated to July end 2018