Monday, January 24, 2022

How is Our Portfolio Holding Up in the Downturn?

Looks like this will be our first down month since March 2020. At this point, we are roughly down 1.75% in AUD terms and 2.95% in USD terms for the month. By comparison, the ASX 200 is down 3.62%, the MSCI down 5.52% and the S&P 500 down 7.2%. So, we are capturing about half the downside, which is roughly what I expect. We're only 1.5% below the ASX200 total returns over the last 10 years here (207.5% vs. 209%) and beat it at all horizons through five years...

Gold is the strongest performer in dollar terms so far this month. Regal Funds and Hearts and Minds are neck and neck for worst performer in dollar terms. US stocks are the
worst asset class (-7.22%) and futures the best (2.68%).

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