Portfolio Performance

5 year Performance

If I can’t beat the full time professional fund managers, and the market indicies, I should really be doing something else. This always was, and still is, my motivation for putting in the time and effort. Above is the 5 year performance of my sister’s share portfolio that I manage for her. In what was arguably one of the toughest 5 years in the market, which included the “Great Resession”, I managed to double the value of her portfolio and beat the performance of the stock indicies and some of the best fund managers by more than 3 times.

Hopefully I can repeat this performance the next 5 years and well beyond that as well. I feel I am getting better and learn more every day. Even after doing my own analysis and managing my own money for nearly 20 years now without the help of a stock broker, there is always something new to learn about different businesses and the people that manage them.

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