I’ve just posted by monthly returns for November.
The market, weighted according to my allocation, was up about 1.2% in the month. I was up a bit more than that, which I don’t attribute to anything except luck. My 12 month returns are around 6%. This is no Warren Buffet performance, but is not too shabby either considering the pummelling equities got in the summer.
Points I find noteworthy for November:
- The Australian market fall, unlike its international peers. Equities were down about 1%, and fixed income about 0.5%.
- Bond bears can weep. Again. Uk corporate bonds rose 2.7%. In a month.
- UK/US equities were up ~1%. This leaves US equities recovered from the summer dips, UK equities slightly behind, and other markets slightly down too.
FIRE v London 