FY 19 performance

I haven’t had time to document this but recently reviewed the close to FY19 and managed to outperform the benchmark again by 16.36% vs 14.1% for the VAS ASX300. This outperformance will be almost entirely erased by the capital gains bill that I will incur for the financial year just gone, so you could call it break even.

I’m happy with the shift to a heavier SOYA portfolio (Sit On Your Ass – companies that you can buy and hold for the long term without needing to constantly monitor, and buy in and out of). My life is busy enough that I’m rotating away from stocks that need a lot of oversight and towards longer-term investments that I expect to outperform.

Long-term I could see a heavy weighting towards low-cost ETFs like the Vanguard products – I also put about 5% into VGE (Vanguard Emerging Markets).


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s