Skip to content Fahhh… two months in a row of gains like this! March had me questioning everything and now here we are sitting on back-to-back massive rebounds. The market is wild and it will shake you out if you let it. I am so glad I stayed in the game!
May was absolutely hectic on the work front too. Full on IPO mode, long hours, brain fried by Friday. So honestly, having the portfolio quietly doing its thing in the background felt like a little bonus landing in my account while I was too busy to even check it. That’s the beauty of staying invested and not overthinking it.
Superfund – SMSF
Balance: $278,138.00 (up $10,460.00)
Comment: Solid and steady. Markets continued to run and the SMSF just kept climbing. No major moves this month and sometimes doing nothing is the right call.
Long-Term ETF – NAB Equity Builder
Balance: $204,768.00 (up $15,958.00)
Debt: ~$94,224
Equity: ~$110,544
Comment: The leverage keeps doing its thing on the upside. This account is now sitting at over $110k equity wow!
Wifey Portfolio – Betashares Direct + Tiger
Balance: $147,175.00 (up $5,318.00)
Comment: Topped up some satellite ETFs and added to the commodity position this month. Nice to keep building out the diversification alongside the core holdings.
School Fee Portfolio – Moomoo
Balance: $15,975.00 (up $92.00)
Comment: Almost fully built out now! Picked up the fixed income portion and added to the emerging markets position this month. Also DCA’d into gold on the dip and love getting a bit of shiny stuff at a discount. Nearly at the full target allocation with just one more pieces to go. 🐣
📊 Total Portfolio Summary
Gross Funds: $633,600
Net Equity: $551,833
This Month’s Gain: +$31,852 yeeeew!
