ASX Shares Have You Look At Your Share Portfolio/Super Recently?

Discussion in 'Shares & Funds' started by kierank, 29th May, 2020.

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  1. kierank

    kierank Well-Known Member

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    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.
     
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  2. vbplease

    vbplease Well-Known Member

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    I don't have a share portfolio.. but for super I changed from aggressive to lifetime outlook/balanced on the night of Feb 19, which was ridiculously lucky on my part.. still down 5.5% though.
    I don't have any plans to switch back to aggressive anytime soon.
     
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  3. SatayKing

    SatayKing Well-Known Member

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    Assuming you are referring to prices past and present; No.
     
  4. kierank

    kierank Well-Known Member

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    I know what you mean.

    I own a share that I wasn’t happy with its performance, especially in the second Quarter of 2019, with Total Returns of -13%.

    I was seriously thinking about reducing my exposure but never got around to it.

    Lucky I didn’t as this financial year, its Total Returns is +71% :D.

    Every so often I need to be reminded to focus on the long-term :rolleyes:.
     
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  5. kierank

    kierank Well-Known Member

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    Who - me or @vbplease?

    If me, my numbers are straight out of ShareSight for the dates specified.
     
  6. SatayKing

    SatayKing Well-Known Member

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    Sorry for the confusion, bro. I responded to the question posed in the title of the thread. I didn't read beyond that.
     
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  7. kierank

    kierank Well-Known Member

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    Don’t do that!!!

    You know how easy it is to confuse me :p.
     
  8. SatayKing

    SatayKing Well-Known Member

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    It's my specialty.

    Now if you asked something reasonable such as "How's Your Income This year?" I would have replied less than last year due to companies having conniptions over a possible change of Government but greater than the years before that. My response would then have made sense.

    See? It's all revolves around the right question.
     
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  9. Redwing

    Redwing Well-Known Member

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    upload_2020-5-30_6-29-50.png

    I'm always learning off @SatayKing this must be at least the 4th or 5th word I've googled :D
     
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  10. kierank

    kierank Well-Known Member

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    I didn’t even google the word.

    I just thought that @SatayKing was being his hysterical self :p.
     
  11. moridog

    moridog Well-Known Member

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    My super has almost recovered,!i DONT have a lot, trying to amass enough to pay off the mortgage and stop full time work, the plan was next year. I maintained my growth option and kept up my pre tax contributions. Only have a small share portfolio but that is about par, too. Maybe next year isn’t the impossible dream I thought it was!
     
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  12. kierank

    kierank Well-Known Member

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    Things are certainly looking a lot more positive than what they were a a month or two ago.

    Let’s pray that it continues.
     
  13. geoffw

    geoffw Moderator Staff Member

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    Yes, I think that conniption is one of those words used by older people ;-)

    It is a word first used in the mid 19th century, one which caught on in the US much more than Great Britain.
     
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  14. kierank

    kierank Well-Known Member

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    Take it easy. Who are you calling older?
     
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  15. geoffw

    geoffw Moderator Staff Member

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    Almost everybody is older than somebody else.
     
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  16. SatayKing

    SatayKing Well-Known Member

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    Hysteria. Interesting observation.

    An alternative one is if the assets are generating sufficient income the ups and downs of 5%, 10% or whatever in prices isn't relevant so there is no need to mention that unless one has a desire to say it for reasons which may or may not necessarily be obscure to me.
     
  17. moridog

    moridog Well-Known Member

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    My personal favourite word is discombobulated, the feeling of so being, I have felt discombobulated more frequently than previous!
     
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  18. SatayKing

    SatayKing Well-Known Member

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    Goes well with obfuscation too.
     
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  19. kierank

    kierank Well-Known Member

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    In my case, both are caused by copious amount of good shiraz :p.
     
  20. Heinz57

    Heinz57 Well-Known Member

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    Then there’s procaffeinating - not starting a task until the requisite amount of cups of coffee have been consumed :)