Q2 2018

Portfolio Performance – Q2 2018

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.

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