“Investing is half as technically complex as it is often taught but twice as emotionally difficult as it is often assumed” – Warren Buffett
Portfolio Analysis as at 1 January 2022:
| Number | Weight | Average Yield | Average Volatility | Average Discount/Premium | Average Q/V/M | |
| Direct Equities | 19 | 68.11% | 3.53% | 3.11 | N/A | 81/44/55 |
| Funds (ITs/ETFs) | 14 | 31.61% | 5.92% | 2.00 | +0.13% | N/A |
Combined Yield (weighted) = 4.18%
Combined Volatility (weighted) = 2.88 (Adventurous)
2021
Portfolio Performance v Benchmarks:
| PFAS | FTSE All Share TR | Wikifolio (ETF) | Vanguard (VWRL) | |
| Q1 | +6.12% | +5.19% | +1.31% | +3.99% |
| Q2 | +5.92% | +5.61% | +4.47% | +6.06% |
| Q3 | +1.00% | +0.25% | -0.48% | -0.23% |
| Q4 | +3.22% | +4.97% | +6.44% | +6.74% |
| YTD | +17.06% | +18.32% | +12.03% | +18.15% |
Historic Performance (since PFAS inception):
2021: +17.06% total return
2020: +2.10% total return
2019: +50.18% total return
2018: +20.36% total return
2017: +59.11% total return
2016: +29.46% total return
CAGR since inception: 28.25%
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