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Diary of a Private Investor

Performance and Analysis

“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:

NumberWeightAverage YieldAverage VolatilityAverage Discount/PremiumAverage Q/V/M
Direct Equities2076.45%4.34%2.95N/A93/39/77
Funds (ITs/ETFs)623.34%5.41%1.67-7.91%N/A

Combined Yield (weighted) = 4.51%
Combined Volatility (weighted) = 2.64 (Adventurous)

2022

Portfolio Performance v Benchmarks:

 CGIFTSE All Share TRWikifolio (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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