Category: Portfolio Reviews

So, almost everything I wrote in mid March getting ready for the end of quarter has been invalidated in the month since. Make of it what you will.   Markets, eh? With the recent set of opportunities and portfolio positioning, I would expect a professional investor in my position to deliver some of the best …

I began investing again at the end of September this year. I published an interim investment update last month to get some thoughts on paper, but you can consider this a formal investment update and a record date of the portfolio for a return to performance tracking in future quarters. (Performance until April 2019 was …

Just a quick note to disclose that I’ve sold (almost) all of my stocks in the past few days to make an investment outside the stock market. (I won’t be writing about that one). I don’t think I’ve not had almost all my money in stocks since I was 17, so I feel a bit …

The end of March marks two years of the 10foot portfolio. It has not gone as expected and I have been doing a lot of thinking in the past few months. There are also some big changes to the portfolio, most notably converting it to a unit basis (measuring value per fictional “unit” instead of …

It’s been a while since my last quarterly report, and in fact I was late recording the data for this one – but what’s a 99 day quarter between friends. The 10foot portfolio is down 4% since inception at 30 March 2017.  This compares to its main comparison index, the XNT, which is up 5% …

This quarter turned out better than I thought. I tweeted a month ago that it had been a bit rough- down 12% QoQ and down 5% since inception. However, when I was updating my spreadsheet to include my latest sales of Probiotec (after quarter end – more on that below) I noticed that a previous …

What a quarter that was. The 10foot portfolio was flat until May, when it gained 6% in a week due to moves in Tower, NGE Capital, and a recovery in Just Group. For a while I was up 12% since inception, double the index return – enjoying the warm glow that comes from being a …

I recently (mostly) finished putting the final touches on the 10foot Google Sheets spreadsheet, which tracks my investments automatically, including cash holdings and relative to an index. Before I get into it, something occurred to me recently which I feel deserves an additional disclaimer. Although tracking my performance and my investment process is very important …

This quarter marks the end of the first year for the 10foot portfolio, although I call it Q3 of FY18 because I want to align my reporting to the financial year. Google closed down its Finance Portfolio function in the middle of this quarter and I recreated my portfolio in Google Sheets. It’s currently a …