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7.4% pa
Since August 2023
5.5%
3 months
10.3%
6 months
2.2%
12 months
Portfolio RESET 07/07/2023
- Was using SM portfolio “purchases” to keep track of ideas and watch before buying IRL but had no real weighting discretion.
- New portfolio will reflect more personal holdings and aim for a decent track record. 30% going into indexes.