The December quarter’s gone and the 10foot portfolio is finally starting to move in the right direction, albeit still lagging the market quite badly. I am now around 64% invested and have 36% of the portfolio in cash. Here’s my performance for the quarter just gone vs my primary index, the XNT. I am up …
So ends the second quarter of 10foot’s short life so far. On balance, I should have underperformed, given that I blew 4% of my capital on RNY Property Trust and lost a little bit on Thorn Group Ltd (ASX: TGA), plus I pay 3% in transaction fees, so I am behind from the get-go. The 10foot portfolio was …
3 months since my first purchase, it’s time for a review of the quarter ended 30 June 2017. I have called it Q4 in reflection of the fact that it is the final quarter of FY17, although it is in fact the first quarter of my portfolio experiment. There’s really not a lot to report …