Portfolio Update - July 2020

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Hi

As I have work and am doing a Winter unit at the moment, I don't have a lot of time to write on this blog. However, after the Winter unit ends I hope to post more.

N.B. This post will be very rough, I will clean it up and make it look nicer/ put in more information later.

Disclaimer: I am not a financial advisor, the posts on this blog are my personal opinions only.

Meanwhile here is my portfolio update at the moment:

Long term Investing Portfolio

YTD Performance = approx. +9.2%
Since inception (Jan 2020) = same

Current positions:

  • MOAT (ASX): ETF tracking Morningstar's companies determined to have a competitive moat and have good value. 
  • IOZ (ASX): ASX200 Index 
  • DISCA (NASDAQ): Discovery - the Media Company 
  • BIIB (NASDAQ): Biogen

Trading Portfolio


YTD Performance = -31%
Since inception (Jan 2020) = same

No current positions held.



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