Friday, January 01, 2021

2020 Performance of Interactive Brokers Accounts

Inspired by Financial Samurai's post, here are the track records of our two Interactive Brokers accounts over 2020.

Moominpapa (in USD and compared to the S&P500):

This is the kind of result we are trying to achieve with our investment strategy and why we don't just invest in index funds. The only ETF we invest in is IAU - a gold ETF.

Moominmama (in AUD):


On the IB platform, I can only compare this inappropriately to US Dollar indices. By comparison, the ASX200 gained only 1.27% for the year. At the end of March it was down 23% for the year and so probably fell about as much as this portfolio did at the worst point a few days earlier. This is a pleasing result, though less downside would be nice, but then this is just a relatively small part of our total portfolio.


No comments: