Phuoc Le

It’s been a few years since I’ve done one of these but this caught my eye this morning. The green dot represents my portfolio performance vs. risk for the last 5 years. Notice anything strange? Yes, I’ve had a good run with annualized returns of 20.38% over this period but I was also taking on a lot more risk than is prudent. Suffice to say I’ve taken some actions over the last 20 months or so. Now I’m sitting just above the Moderate risk portfolio and I gave up perhaps 3-4% of return to do so. I’ll keep monitoring it over the next few years but I think that’s a good trade off and didn’t want to push my luck. Don’t let things go on auto-pilot… take a look once in a while!