Over the last few days, I have been doing some work for EOFY (mainly getting our bookwork up-to-date for tax time) and looking at the financial year ahead (especially forecasting cashflow, etc). As we are retired, the value of our share portfolio in our SMSF is critically important as we approach the EOFY as it sets the minimum pension we must pay ourselves for the following FY. I do normally look at our share portfolio from time to time but, since COVID-19 has hit the world, I haven't been game to waste any time looking as we are mainly B+H investors. So, this week I was forced to have a look and I was pleasantly surprised at the performance of our share portfolio. So I thought I would share it on PC. The numbers below are Total Returns. I picked 19th February as the top before the "COVID crash" and 20th March as the bottom (hopefully). Firstly, the bad news: 19th February to 20th March -31.73% (worst -55.29%, best -14.63%) Secondly, the really good news: 20th March to 28th May +27.20% (worst -0.92%, best +66.78%) The end result to-date due to COVID-19: 19th February to 28th May -12.69% Finally, the surprising news (this is after paying our FY20 minimum pension of 4%): This Financial Year +1.15% Last 12 Months +3.31% Certainly not great news as, for the last 18 years (from 2002) since I have been more focused on our share portfolio performance, we have achieved a Total Return of around 13% per annum. So, this financial year will be way short of that. Given all the negativity in the world, with economies going into recession, sharemarkets tanking it, etc, I was pleasantly surprised. Let's pray things continue to improve, from a health and economic perspective, over the coming weeks, months and years.