For those of you in a rush, portfolio returns year to date have been 3.19% against my benchmark (FTSE All-Share TR) having returned 1.69%. So the good news is, in this second quarter I’ve swung from a 10% negative return to a 3% positive return. Since inception in August 2015 the portfolio has returned 70.55% against 22.30% for the All-Share. Therefore the compound annual return for my portfolio is 20.09% going into my fourth year of investing. You can view the portfolio here.