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22.0% pa
Since November 2022
-7.6%
3 months
14.3%
6 months
13.9%
12 months
Lucked into outperformance, 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 and the three GE's (Aerospace, Vernova and Healthcare), and 30% is VAS (Vanguard ASX 300).