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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 April 2022:

NumberWeightAverage YieldAverage VolatilityAverage Discount/PremiumAverage Q/V/M
Direct Equities1361.08%3.80%3.31N/A81/43/52
Funds (ITs/ETFs)1439.09%5.14%1.643.02%N/A

Combined Yield (weighted) = 4.37%
Combined Volatility (weighted) = 2.73 (Adventurous)

2022

Portfolio Performance v Benchmarks:

 PFASFTSE All Share TRWikifolio (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%

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