My SMSF investment strategy | Q&A

[@theowenssailingdiary5239]

If you have a long time horizon then you DO need to take on risk. Not doing so is risky😀. (true). The studies are out there. I mean, when else can you take on risk?

[@clumeroo]

Thanks mate! I've been thinking about SMSF for a while and will be looking further into it. With fees and requirements taken into account I can see the allure of controlling your own interestes

[@Video182]

Im with esuperfund who do it for 999 a year in fees. Did you end up setting up a fund?

[@whoonose283535]

Hi Chris. Can you tell us what your 1, 3 and 5 years returns have been?

[@ChrisBryckiStockspot]

Hi there, You can learn more about our returns here - www.stockspot.com.au/how-it-works/portfolios/#returns. Kind regards, The Stockspot Team

[@whoonose283535]

@@ChrisBryckiStockspot Thanks Chris. I’m not sure that focusing on those parts of the haystack MOST likely to contain the needles isn’t a better strategy. I think you limit the returns for your customers. I’ve typically focused on exceeding the market by buying shares representing those particular sectors that are likely to do well, looking forward each six months. I started in Feb 2016. I’ve listed my returns to 31 Dec 21, and your model portfolio growth equivalent returns in brackets. 1yr: 19.9%(10.2%) 3yr: 23.9% (13.6%) 5yr: 19.3% (10.8%). Total return 161%. Current Alpha: 0.31%, Beta: 0.62%. Diversification limits your returns. As Buffett says, ‘Diversification is for those who don’t know what they’re doing.’ Agree?

[@MiguelitoDomingo22]

@@whoonose283535 Are you able to provide an update on the last year since commenting? I want to convert my super to SMSF but currently gaining information where I can so I understand before I make any changes. TIA

[@theowenssailingdiary5239]

@@ChrisBryckiStockspot well those are some pretty awful returns!! How DID you guys manage to miss out on the biggest bull run in history?

[@theowenssailingdiary5239]

@@whoonose283535 I could throw darts at a board and get better returns than his.