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21.9% pa
Since November 2022
5.3%
3 months
-0.8%
6 months
19.0%
12 months
Lucked into out performance, looking to avoid mean reversion.
SM portfolio approximates the 40% of RL portfolio that's ASX listed. 30% is U/S listed (Google, Berkshire Hathaway GE Aerospace, GE Vernova), and 30% is VAS (Vanguard ASX 300).