Despite the recent choppiness, our portfolio continues to substantially outperform the ASX 200 since inception (29% to 8%). That’s the power of a having a system to follow during good times and bad. In real terms, our portfolio is up 50% since we started it a...
Despite a fairly turbulent market in the last week of the month, February was good for the QAV portfolio, with big gains from some of our mining stocks, particularly GRR, FMG and C6C . We decided to sell HAW during the month and replace it with VUK. For the financial...
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%....
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