Portfolio performance in the last 4 months
I don’t want to comment too much on this chart, since it is only a 4 month performance.
It is obvious though, that good mutual funds like HDFC Top 200 have outperformed both my equity portfolio as well as my trading.
As is obvious with a system based on leverage, my trading performance fluctuates wildly, while the others are more or less with similar trajectories.
There is usually mean reversion in markets, and so over a period, my investment portfolio’s performance should improve.
The methodology of calculating the NAV’s have been mentioned in an earlier post on measuring investment performance.
Investment performance has been slightly understated, because I have not taken dividends into account.