If you want read the previous version read them here 2024, 2025
Just marginally above S&P500 since start
A lot of churn happened folio snapshot is below only VAS and IVV were untouched or added
Note above is snapshot and things may change after writing this post, I have 20% in benchmark and 27% in muted Aus ETF so if I have to outdo benchmark then I have to find the alpha in rest of folio. I am giving thought to this and will share in my next year right up as you will see changes to align to such philosophy.
My rationale for current lot may change on a whim as I warned you I churn when facts change its a very small portfolio and we dont have behave like fund managers or billionaires it is our money and it should be positioned to do best
HEUR - General revival of Europe region after jolt from Trump, exporters tracked in this fund will benefit
DRGN - Chinese AI tech would be adopted everywhere except western democracies just like Chinese good as they are cheap
META - read this ,a punt of zuck
GRIN - most hated emerging market i.e. India will surprise many
COH - bought on the day when it dropped 40%, already laughing :)
UBER - Cheap and will benefit from autonomous vehicles on streets
AINF - Suppliers to AI ecosystem
Others - some space industry and cyber security ETFs
Where I killed it last year
Silver
GOLD
Where I got killed last year
BTC
NB: because they way retirement funds is designed here in Australia , you get continuous liquidity drip feeder that allows easy rebalancing
Not financial advise just my yearly notebook to keep myself accountable
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