EOFY reflection – Mockingbird Investment

July 22, 2024

Quiet Contrarian. Ep 57: FY24 Reflection

Overall update – Story of the year I have done ok again this year. Not as good as previous, but still good, and still beating the market. FY24 Goals and Positioning Recap This was a year to try and continue the trends from last year. Maintain disciplined behaviour, do more research and process more companies. Portfolio Performance I beat the...

Ideas/Stories

July 10, 2023

Quiet Contrarian. Ep 45: FY23 Reflection

Overall update – Story of the year FY23 was looking like a pretty similar tale of two halves, to FY22. Though this time I timed it a bit better. Taking out profit at market peaks near December, though I’m not sure it was quite as successful as last year, as the second half was still nett positive, definitely won a...

Ideas

July 15, 2022

Quiet Contrarian. Ep 32: FY22 Reflection

Overall update – Story of the year FY22 was definitely a tale of two halves, after having another bumper first half, I ended the year roughly where I started. I noted a number of times through the year that the market was at all time highs, and as it turns out, those were the times I should have taken profit....

Ideas

July 6, 2021

Quiet Contrarian. Ep 18: FY21 Reflection

Overall update – Story of the year This was a bumper stock market year, with both the US and Australian markets hitting all time highs and posting some record gains (The All Ords was up almost 30% this year!). It’s primarily driven by record low interest rates driving up valuations, and lots of new investors/traders starting their equities journey driving...

Stories

July 16, 2020

Quiet Contrarian. Ep 6: FY20 Reflection

FOMO, Fear and Feline Fatalities… Well. That was an interesting year. The first half was an incredible rally, I took a lot of profit on the way up, and was happy with myself and my choices. Then… it shifted… somewhere around November. I was sitting on 40% cash, I didn’t want to get out anymore… But the market kept rising!...