“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 30 December 2022:
| Number | Weight | Average Yield | Average Volatility | Average Discount/Premium | Average Q/V/M | |
| Direct Equities | 20 | 76.45% | 4.34% | 2.95 | N/A | 93/39/77 |
| Funds (ITs/ETFs) | 6 | 23.34% | 5.41% | 1.67 | -7.91% | N/A |
Combined Yield (weighted) = 4.51%
Combined Volatility (weighted) = 2.64 (Adventurous)
2022
Portfolio Performance v Benchmarks:
| CGI | FTSE All Share TR | Wikifolio (ETF) | Vanguard (VWRL) | |
| Q1 | -12.35% | +0.78% | -2.11% | -2.83% |
| Q2 | -6.37% | -5.33% | Discontinued | -8.8% |
| Q3 | -7.31% | -3.90% | Discontinued | +1.69% |
| Q4 | +14.27% | +10.30% | Discontinued | -0.28% |
| YTD | -13.07% | +1.14% | N/A | -10.22% |
Historic Performance (since CGI inception):
2022: -13.07% total return
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: 21.32%
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