Originally Posted by
Muse
That's why I like sharesight....you can look at your 1 year returns and think that's great, but if you make it a 2 year return and some of those component returns are lower, it reminds you those gains were reversal from an underperformance in the prior year. Like I said earlier I found 2022 tough work, but this year was rather good as some of my dogs came right and I put a lot of cash to work into equities which (so far) seem to be working well.
Snapshot of my listed equity portfolio - 1 year total returns (capital gains plus net dividends, FX, and fees - realised + unrealised). Listed equities are just one component of my overall investment portfolio but am here to just talk listed shares.
Australia
Acrow (medium holding) +73.8%
Atlas Pearls (small) +52.8%
Block (M) +28.3%
Harmoney (S) +13.9%
Insignia Financial (S) -23.5%
Infomedia (S) +25.2%
Link Admin (S) +102.1%
Liontown (M) + 123.0%
Netwealth (S) +33.8%
Pexa (XS) -12.5%
Praemium (M) -50.7%
Smartpay ASX (M) +43.5%
Supply Network (S) +36.5%
Universal Store (M) + 57.7%
Webjet (XL) +20.5%
Wisetech Global (M) +50.3%
NZ
2CC (S) +18.9%
AFT (S) -3.8%
AIA (XS) +13.4%
ALF (XS) +9.1%
ARV (M) +2.7%
CEN (M) +8.8%
EBO (M) -14.5%
FRW (S) -6.7%
GNE (M) +0.7%
HGH (L) -3.3%
IFT (M) +18.9%
MFT (L) +7.8%
RAK (XS) +23.2%
SCL (M) -5%
SKC (M) -10.7%
SKL (L) +3.8%
SKT (XS) +24.3%
SPK (M) +5%
Smartpay NZX (M) +42.8%
SUM (M) +7.05%
THL (M) +17.3%
TRA (XL) +46.2%
VSL (XS) +4.1%
USA
AVUV (XXXL) +24.8%
VOO (XXXL) +26.6%
Waiting for those fireworks to go off, so rockstar I've become that I pass time on sharetrader doing this.
Happy new year everyone - may 2024 be a healthy, happy, prosperous time for all.