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Published performance for 2024. Outlining my share performance, property performance, savings performance and superannuation performance. Additional sections below discussing my investment strategy for the year, significant wins and losses, and a review of the year.
Share Performance
Share Performance
In Production
Property Performance
Property Performance
In Production
Savings Performance
Savings Performance
My savings were stored in a Westpac Life account. I had a custom interest rate not available to the public which had slightly higher interest. I would still personally use the account if the custom rate was not also added.
Supperannuation Performance
Supperannuation Performance
My superannuation was under Mercer Super, switching mid-year to Uni-Super with a custom investment configuration.
Investment Strategy
Investment Strategy
In Production
Big Win - Nvidia Corporation: 1,688.18% return
Big Win - Nvidia Corporation: 1,688.18% return
My largest return in my investment career was the purchase of Nvidia Corporation shares in January 2023 in a contrarian investing response to a predicted chip-shortage as the Russia-Ukraine conflict had halted significant trade routes, resulting in a short-term supply shock. Upon analysis, Nvidia was a safe investment as it was easy to predict company longevity and I also considered it an undervalued stock. My annual returns were 541.38% in 2023, and 1,146.8% in 2024 on sale. The full life-cycle of my investment was 1,668.18% return.
Superannuation: 11.74% return (Mercer Super and UniSuper)
Superannuation: 11.74% return (Mercer Super and UniSuper)
My Superannuation was Mercer Super until mid July when I switched to UniSuper, achieving an aggregate return of 11.74% on my superannuation investment through a custom investment in international shares, high growth shares and Australian shares.
Savings: 5.54% Effective Interest Rate
Savings: 5.54% Effective Interest Rate
I held a significantly large amount of personal income in high-interest savings accounts. I was (and still am) using the Westpac Life Account as my savings account, as the variable rate is quite stable, the interest is considerably high and the app interface for Westpac is easy to operate and made changes. Although I earned large amounts of interest for the year, the high annual CPI rate and alternative investment opportunities (in particular, a larger holding on my Nvidia investment) would have ensured a significantly higher profit.
Year in Review
Year in Review
In Production
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