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An update for 2014 Calender year. (again rebased to 100)

Lines and rational for tracking still the same as previous.

[ATTACH]61192[/ATTACH]

First half of the year I was convincingly underperforming my benchmark - especially the All Ords Accumulation which contain the large cap yield plays that I'm not exposed too. I was also using that period to sell some stock that had good momentum and replace it with some unloved alternatives, so some of the underperformance in the short term was intentional to hopefully set up longer term out performance.

Not my best year, but I'm happy to have come up with some outperformance on the calendar year time frame - and more importantly I feel my portfolio is now the most undervalued (relatively) that it has been since 2007 - so good stored energy - but when will it be released?

<blockquote data-quote="craft" data-source="post: 857462" data-attributes="member: 16447">An update for 2014 Calender year. (again rebased to 100)Lines and rational for tracking still the same as previous.[ATTACH]61192[/ATTACH]First half of the year I was convincingly underperforming my benchmark - especially the All Ords Accumulation which contain the large cap yield plays that I&#039;m not exposed too.&nbsp; I was also using that period to sell some stock that had good momentum and replace it with some unloved alternatives, so some of the underperformance in the short term was intentional to hopefully set up longer term out performance.Not my best year, but I&#039;m happy to have come up with some outperformance on the calendar year time frame - and more importantly I feel my portfolio is now the most undervalued (relatively) that it has been since 2007 - so good stored energy - but when will it be released?</blockquote>

[QUOTE="craft, post: 857462, member: 16447"] An update for 2014 Calender year. (again rebased to 100) Lines and rational for tracking still the same as previous. [ATTACH]61192.vB[/ATTACH] First half of the year I was convincingly underperforming my benchmark - especially the All Ords Accumulation which contain the large cap yield plays that I'm not exposed too. I was also using that period to sell some stock that had good momentum and replace it with some unloved alternatives, so some of the underperformance in the short term was intentional to hopefully set up longer term out performance. Not my best year, but I'm happy to have come up with some outperformance on the calendar year time frame - and more importantly I feel my portfolio is now the most undervalued (relatively) that it has been since 2007 - so good stored energy - but when will it be released? [/QUOTE]

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