Saturday 31 August 2013

Portfolio comparison with the All Ordinaries Index

This blog has now been going for nearly 4 years, in that time the All Ordinaries Index has increased from 4859.61 to 5125.29 a gain of only 5.46%
P Taker gain = 7.75%
P Hybrid gain = 17.05%
P Runner gain = 26.16%
Brokerage has been deducted from the portfolios but dividends have not been added so actual performance would have been about 3% pa better. Over the 4 years the gains with dividends would have been more like 
P Taker = 20%
P Hybrid = 30%
P Runner = 40%
In future, any new Dividends will be added to the portfolio totals.

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