Whilst I can't complain about the performance of this portfolio it could have been better, especially when I compare the results above with the results I got out of the super fund (approx. 50% increase at first glance).
One of the reasons for the poorer performance was coming to grips with some large additions of cash to the portfolio. The trade size jumps dramatically and, whilst I might have a big winner it might be off a substantially reduced position size because I bought it when I had less capital. A big winner in the super fund (IPL) helped out, but I picked up QGC in the results shown above using the smaller capital base.
Both QGC and IPL are up over 200%
stevo
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