July 2018 Result: +2.37% Active Return TTM vs S&P 500

After June was a bit disappointing when comparing the Optarix US Portfolio to the S&P 500, July result was much better. While June had a negative active return of -0.47% for the 12 months ending 30 June 2018, the 12 months period ending 31 July 2018 resulted in an active return of +2.37%.

The results in comparison to the S&P 500 Dividend Aristocrats index (SPDAUDP) were also better in July than in June although still not on the same level as in the months December to May. Compared to the SPDAUDP our portfolio produced an active return of +4.20%.

This is certainly welcome news. Obviously there is no guarantee that future performance will be similar or even near to these past results. We can’t promise any results for that matter. All we want to do is sharing our experience by describing how we allocate our funds to different asset classes and positions. If our asset allocation leads to good results, that’s great.

More important, however, is that based our experience, your do your own research, talk to your certified and trusted financial advisor, perhaps to your tax accountant as well and then form your own opinion. It’s important that you also consult other sources. Also, your individual situation plays a very important role when it comes to investing. For example, the scenario is quite different if your save for your retirement which is like 10, 20 or more years away, or if you save for buying property or a car in a couple of years’ time.

Happy investing!