January 2, 2024
Quiet Contrarian. Ep 51: Half Year Portfolio Update 2024
Portfolio Performance I was surprised by the result. I felt like I’d been doing badly, but overall the portfolio has done well again, though it is split by region. In Australia (and overall) I have outperformed my benchmarks by ~8-10%, whilst in the US I underperformed by ~1%. Here’s a bit of background on the Benchmarks I’ve been using: I...