June 2020 Report

While our portfolio went down again in June, as the markets woke up to the realisation that the economy might not bounce back from covid-19 as quickly as they hoped, we’re still out-performing the XAOA by a healthy margin.

This time it’s different.

In his book “The Most Important Thing”, billionaire value investor Howard Marks from Oaktree Capital quotes from a book published in 1932 called “Oh Yeah?” by Edward Angly.  It’s a compilation of wisdom from business and political leaders...

EOM Report – Oct 19

Well it’s the end of the month and I’ve just done our portfolio performance vs the All Ords Total Return Index. It was a good month! We outperformed the XAOA by nearly 900%. We grew by 3% in the month while the index went backwards.
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