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Month: January 2020

2019 roundup

January 1, 2020January 1, 2020 One idea at a timeLeave a comment

The portfolio increased 22.6% for the year, compared to 24.3%, 20.7%, and 21.3% of the S&P 500, MSCI ACWI and FTSE All World total return (GBP) indices respectively. (“The indices”). Since inception, the portfolio has compounded at a 13.0% rate vs 16.2%, 13.8% and 15% of the indices. From 28 Feb 2018 (when I started… Continue reading 2019 roundup

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