Passive 5 Portfolio (31st December 2019) After 12 months, there is significant difference in performance between the Passive 5 and Active 5 Stock Portfolios (+4.53% – v – +82.94%), as can be seen… showing the benefit of active management! Mick (16th January 2020)
Passive 5 Portfolio : At Start (1st January 2019) This is the Passiver 5 Portfolio, which starts the year with the same constituents as the Active 5 Portfolio.
2019 Passive 5 Portfolio – As at 31st August 2019 [Click on image to view full size’ (opens in new tab), close tab to return] Portfolio Commentary Overall, the portfolio gain is 17.45%, after eight months, outperforming the index by 9.79% basis points. However, as you can see, the performance of one Company (RockRose Energy)…
Passive 5 Portfolio (31st May 2018) The Passive 5 is up 40.10% after 5 months, outperforming the ASX by 40.18%. However, the Active 5 Portfolio (at 31st May) is even further ahead! Mick (7th June 2018)
Passive 5 Portfolio (30th April 2018) The Passive 5 is up 34.85% after 4 months, outperforming the ASX by 37.17%. However, the Active 5 Portfolio (at 30th April) is still ahead! Mick (11th April 2018)