New Zealand/Australian
With dividends, my New Zealand/Australian portfolio was up 3.2% for 2013. The New Zealand index was up 16%. So that’s a bit disappointing. I had a bit of cash during the year, but the main detractor from performance was Kirkcaldies.
USA
My USA portfolio was up 47.5%. That beat the S&P500’s 32%. My best performers were:
- Liberty Ventures (LVNTA)
- Lakeland Industries (LAKE)
- Conrad (CNRD)
- Echostar (SATS)
- Apple (AAPL)
No particularly bad performers.
Overall I’m very happy with the performance, and am going to be cutting back investments due to general overvaluation of specific stocks, as well as the market generally.
fund of well-conceived investments 