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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 July 2022:

NumberWeightAverage YieldAverage VolatilityAverage Discount/PremiumAverage Q/V/M
Direct Equities1455.36%4.42%3.14N/A82/40/54
Funds (ITs/ETFs)1442.89%6.31%1.57-0.21%N/A

Combined Yield (weighted) = 5.47%
Combined Volatility (weighted) = 2.51 (Adventurous)

2022

Portfolio Performance v Benchmarks:

 PFASFTSE All Share TRWikifolio (ETF)Vanguard (VWRL)
Q1-12.35%+0.78%-2.11%-2.83%
Q2-6.37%-5.33%Discontinued-8.8%
Q3  
Q4
YTD-17.93%-4.59%N/A-11.46%

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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