This year i have added some commentary to each of the threads on individual companies, in summary I have listed the holdings and colour coded the results, no colour, no AR yet, or different reporting cycle, yellow - satisfactory, but impacted by Covid, Green - improved results despite Covid, Red - poor result even allowing for Covid.
Extremely happy with the results for the SMSF, portfolio has improved in quality as a result of getting out of a few of the dogs I was invested in and the new additions have all performed strongly.
SMSF
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