Millennial who started learning about the stock market in 2010.
I now hold an MSc in Investment Analysis and work in the Wealth Management / IFA industry.
As work and family commitments increase (two young kids), my portfolio performance sometimes suffers!
I feel I am always learning and developing as an investor. As markets change, so must we in order to be successful.
Returns:
2012: 39.98%
2013: 16.55%
2014: 5.76%
2015: 13.72%
2016: -0.84%
2017: 15.78%
2018: 3.83%
2019: 18.29%
2020: 37.55%
2021: 29.45%
2022: -4.21%
2023: -2.92%
2024: 16.25% (to 31 March)
CAGR: 14.34%
Standard Deviation: 13.14%
MSCI World CAGR: 10.80%