Monday, February 03, 2020

How Well is Baby Moomin's Portfolio Doing?

Back in August last year I designed a portfolio and invested for Baby Moomin with Generation Life. How well have his investments done? I have just downloaded price data from their website and computed this graph:
I adjusted the actual portfolio returns for tax paid to get the pre-tax rate of return. This just about has matched the target portfolio to date and outperformed the ASX 200 a little. It has underperformed the MSCI in AUD terms so far. So far, there hasn't been a negative month. The best performing fund so far is the Ellerston Market Neutral Fund, which has made 8.93% post tax since August.


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