Our end of month results for January were modest. Our portfolio value actually declined by 1.86%, lead by our exposure to mining stocks. The All Ords Total Return index (XAOA) was up 0.3% in the month. Since inception (9/19), our portfolio is now up 23% versus the...
September was a strong month for our portfolio. It went up 4.28% versus the All Ords which went down 3.43%. Since inception (Sept 2019) we’re beating the XAOA by 17.70%, with our low-risk, low-effort strategy. It’s a positive start for the first month of...
It’s been twelve months since we started the dummy portfolio (we’re calling the start 1 Sept 2019, which is when we completed investing the full starting capital of $20,000). So how did we do? According to my year-end report, our return was 6.27%....
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...
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...
