Portfolio

Portfolio as at 30th June 2017. Start date was 20th April, 2017.

For pre-2017 investment performance see here.

Visit the 6 month portfolio review.


Left:
Investor Return since Inception is the time-weighted return (IRR); Investor Returns for 1 month to 10 years are money weighted returns for the specified period (annualised for > 1 year). These are the best way to compare the portfolio’s performance to other portfolios over the same periods.

Above: Capital Gain (%) is the gain on cost, including brokerage. Dividend Yield on Cost is the Yield on Cost since purchase and Investment Return (%) is the net total return [(capital gains + dividends – costs)/cost] since inception.