What is your average net return on ETF/LIC portfolio

Discussion in 'Share Investing Strategies, Theories & Education' started by mehrar_84, 2nd May, 2019.

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  1. mehrar_84

    mehrar_84 Well-Known Member

    Joined:
    29th Jan, 2019
    Posts:
    118
    Location:
    Melbourne
    Hi all,

    I am learning about ETF & LIC from posts on the forum.

    Considering options:
    a.) Fixed deposit at 8% pa (currency risk involved )
    b.) Good LIC/ETF investment - returns will vary pa

    Do investors see more than 8% pa.net return on their portfolio? Period of 3/5 years or more would be suitable.

    Cheers
     
    mehrar_84, 2nd May, 2019
    #1
  2. Redwing

    Redwing Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    7,489
    Location:
    WA
    According to sharesight

    Capital Gain 9.41%
    Dividends 4.74%
    Total Return 14.15% p/a

    But that's also re-balancing quarterly with new funds over the 10 years tracked, haven't looked at the internal rate of return (IRR) for cash inflows at irregular intervals
     
    Redwing, 2nd May, 2019
    #2
    wombat777 likes this.
  3. Jasper

    Jasper Well-Known Member

    Joined:
    31st May, 2017
    Posts:
    219
    Location:
    VIC
    Gday

    I've just started reading about EFTs and LICs too.

    Are you going to get financial advice on what's more suitable for you and which ones to choose? If so, how much should I expect to pay for this advice (if it's a one time fee at the start)?

    Thanks
     
    Jasper, 24th May, 2019
    #3