How YOU doin? Paste your ‘Time-Weighted Rate of Return’


It’s only been a week since I posted a +14%
Now …
What a time to be alive ! :joy:

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I think those days are perfect for those who wants to check their portfolios during bad time - and change their investment style.
That’s from my and my wife’s accounts (her is better, as always)


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Can your wife give us some pointers? :joy:

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Slightly better performance compared to benchmark.

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Over 3 months not the best but still better than VWRL. UK focused investment trusts.

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Just about still in a positive! Let’s see what the rest of 2022 brings us! :see_no_evil:

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I’ve just crossed the streams…

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Yes, unfortunately we all know that passive pretty much always beats active over the long term, but we sometimes choose to ignore it because where’s the fun in that.

My performance is a case in point, and I too have reconsidered my investment strategy to chase more of the so-called “dumb beta” but still keeping a percentage of my portfolio for stock picking (probably 70% passive, 30% active)

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I would just like to capture this moment in time of my portfolio being in the green while using the 3 month filter. I dont expect to see this again anytime before March next year.

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On the week it looks good. On the month just about good but over that i don’t want to look.

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Easy GaME


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My freetrade portfolio can be used to predict swing low and high :roll_eyes:

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Aug 2020 - Aug 2022… what a ride. :joy:

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