Skip to content Woah… March was properly wrecked! For the first time in a while, my portfolio went down despite me adding more money in. Alongside my usual DCA, I also topped up $5k into super, and still ended the month significantly lower.
This was one of those months that really tests you mentally. There was constant uncertainty around the oil situation and geopolitical conflict, and the market reacted aggressively to every headline. One day it looked like a ceasefire was coming… next day, not so much. Rinse and repeat.
As the portfolio gets larger, I’m really starting to feel the impact of volatility. A 2% move now is more than my monthly salary, which is a pretty wild thought. And this month? –5.5% overall! FAHHHHH
Superfund – SMSF
Balance: $250,642.37 (down $14,525.55)
Comment: Added $5k into super, topping up positions in EXUS and BEMG as part of my ongoing allocation shift. Despite that, the overall drawdown was significant due to broad market weakness.
Long-Term ETF – NAB Equity Builder
Balance: $169,962.09 (down $10,710.45)
Debt: ~$96,000
Equity: ~$74,000
Comment: Nothing much to say here, leverage works both ways!
Betashares Direct + Stake
Balance: $112,480 (down $4,163.16)
Comment: Made a structural change this month — exited DHHF and rotated into GHHF, BEMG and EXUS on the dip. Continuing to lean more into emerging markets and international ex-US exposure.
School Fee Portfolio – Tiger
Balance: $28,381.44 (down $3,430.42)
Comment: High-beta satellite exposures really got hit this month. This is exactly where you feel the downside during market stress, it is part of the trade-off for higher long-term return potential though.
📊 Total Portfolio Summary
Gross Funds: $559,450
Net Equity: $463,464
This Month’s Loss: – $32,907 FAHHHH!
