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Sunday, 31 October 2021

End of OCT 2021 "12% solution" portfolio changes

For the end of October the emailed trading signal is to invest 60% in QQQ and 40% in TLT. As this is the same allocation as last month, I don't need to do any trades this month, which will help reduce trading costs.

My current IG trading account balance is A$13,980.83. In addition to the "12% solution" holdings I have A$492.50 invested in the ASIA (Betashares Asia Technology Tigers) ETF which results in my IG account not tracking perfectly the "12% solution" benchmark.

According to the monthly newsletter, the 2020 performance for this model was +40.6% and for 2021 YTD performance is now +21.7% (in USD terms). My YTD performance is 27.9% (in AUD terms).

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