New Zealand/Australian
With dividends, my New Zealand/Australian portfolio was up 9.7% for first half of 2014. The New Zealand index was up 7.9%. My best performers were Telecom and Chorus.
USA
My USA portfolio was up 4.8%. The S&P500 was up 8%. My best performer was Apple.
I’m happy with the performance, given that the figures above include not insignificant cash balances in a rising market. It’s also not quite right to call my USA portfolio a “USA portfolio”, as now the largest position is in the Global Value ETF (GVAL)
Here’s a table showing my very modest outperformance since inception:
If you’re looking for real outperformance, check out my (as always) favourite blogger: alphavulture!
fund of well-conceived investments 