Left this update a little longer than usual and can’t exactly remember how last month went. This might be a good thing, as I’m not spending too much time thinking about things!
Logged into my account and the transaction history says I split the month’s contribution on the forth of April between global large and global infrastructure. I don’t have much recollection of why, but I expect on global large it was starting to fall back in size. Infrastructure only being a newish addition probably needed a bump in size.
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Returns for the month were decent. If every month delivered 1.3% you’d be pretty happy.
Not much more to add. Until next month, hopefully I have a better recollection of what happened, but at least I have a record to partially remind me!
Disclaimer: The discipline project is a personal endeavour and should not be constituted as a financial strategy that anyone should follow. It is more a study in repetition and shutting out the noise in pursuing a financial goal, than any focus on portfolio construction. Anyone looking to build a portfolio should seek financial advice to find out which strategy is right for them, if you are a high net worth investor and you’re looking for clarity, then you should consider a high net worth financial advisor who can help you manage your wealth efficiently and offer a reliable strategy to follow.
