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20.2% pa
Since November 2022
4.5%
3 months
4.6%
6 months
17.7%
12 months
Lucked into out performance, looking to avoid mean reversion.
SM portfolio approximates the 45% of RL portfolio that's ASX listed. 35% is U/S listed (Google, Berkshire Hathaway GE Aerospace, GE Vernova), and 20% is VAS (Vanguard ASX 300).