“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 April 2022:
Number | Weight | Average Yield | Average Volatility | Average Discount/Premium | Average Q/V/M | |
Direct Equities | 13 | 61.08% | 3.80% | 3.31 | N/A | 81/43/52 |
Funds (ITs/ETFs) | 14 | 39.09% | 5.14% | 1.64 | 3.02% | N/A |
Combined Yield (weighted) = 4.37%
Combined Volatility (weighted) = 2.73 (Adventurous)
2022
Portfolio Performance v Benchmarks:
PFAS | FTSE All Share TR | Wikifolio (ETF) | Vanguard (VWRL) | |
Q1 | -12.35% | +0.78% | -2.11% | -2.83% |
Q2 | ||||
Q3 | ||||
Q4 | ||||
YTD | -12.35% | +0.78% | -2.11% | -2.83% |
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%