I think I spent all of 2021 sticking to my strategy of allocating 9.09% to each of the 11 GICS sectors. As I mentioned in the 2020 review, I had to decide how to optimize and allocate funds to each position in a sensible, reasonable way. In the meantime, there was just chaos. 😀 Following my excel sheet, I was actively buying and selling shares, thinking it was the right thing to do. It just wasn’t.
While amid the pandemic the OMX Baltic Benchmark GI soared a whopping 42.01%, I cannot say I managed the same with my masterpiece. 😅 It is clear, that the overall sentiment was very positive and new retail investors like me pushed the regional market up to the all-time highs. But if we consider that I am still in the process of learning and understanding the world of investing, I didn’t do bad.
I didn’t manage to go down in the red, so that’s quite a success. Lesson learned?
