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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 1 October 2021:

 NumberWeightAverage YieldAverage VolatilityAverage Discount/PremiumAverage Q/V/M
Direct Equities1663.73%2.80%3.25N/A86/39/51
Funds (ITs/ETFs)1636.09%5.96%2.06-2.21%N/A

Combined Yield (weighted) = 4.12%
Combined Volatility (weighted) = 2.89 (Adventurous)

2021

Portfolio Performance v Benchmarks:

 PFASFTSE All Share TRWikifolio (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  
YTD+13.41%+12.72%+5.25%+10.68%

Historic Performance (since PFAS inception):
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: 30.84%

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