QAV Portfolio Update Sept 2020

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...

YEAR ONE REPORT

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%. That’s a...

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.

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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