Asked 1w ago
Mine is about 16% total return. First invested in Sept 2019.
Have portfolio in 16%, 26% and 36% risk, also put in about 10K in Income portfolio, but recently transferred the money from income to other portfolio after seeing the slightly disappointing return.
Started a SA36% in 23jun'20 as a 'benchmark/satellite'. Only topped up 4 times since then as I have other portfolios in Syfe and diy.
It's performing pretty well, Money-weighted 17.6% and Time-weighted 20.16%. Despite its slightly higher fees (than syfe), the returns definitely makes up for it.
What’s your definition of return ? Simple formula of profit / total deposits are about 19.7% since june 2019 (2/3 in 36% and 1/3 in 22%, i want some little exposure to bonds, in 2019, 36% risk index was 100% equity).
But i guess that is not accurate since I am DCA-ing.
My 36% money weighted return is 44.5%.