Lewis
Lewis
Mute
#31

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13
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24.7% pa
Since November 2022
2.5%
3 months
18.9%
6 months
18.1%
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).
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