With half the portfolio invested in index funds it is no suprise that we are tracking the index performance. The portfolios outperformance sits at 15.84%.

The Fusion Investing Portfolio continues to outperform the S&P ASX200 index, increasing its lead to 19% in January.

“The Paulsen plan was a cynical scam to extend the finance bubble and to pass it off onto the next president.”

The fund continues to be perform strongly. Five out of six positions are outperforming the ASX200 index with only the ANZ marginally underperforming. The fund is currently in the green and I am looking at investment possibilities. If I do not make the time to invest in individual assets over the coming week I will invest some of the cash into an index fund.
Investing is a time consuming activity. If you don’t have both the time and considerable interest to analyse individual investments then index funds should be your …

I just returned from ten days holiday in New Zealand. Before leaving I placed a trailing stop order on the 1,000 ANZ shares the Fund bought in mid July. The stop was set at 5% below the recent high of $19.52.
As I have previously said, I generally do not trade frequently. However, in the current market environment and attitude to financials, this seemed prudent. The stop was triggered at open on Friday July 25th for a 5.8% return in just over a month. However, as I neither wrote about …

I’ve updated the Fusion Fund spreadsheet with the ANZ purchase.
OK looking picture after three months. The out-performance will slow, but with the power of fusion the gap will widen over time. Past performance is said to be not indicative of future performance. Disclaimer rant, you know the drill.

Do I think we’ll see 4,000? Nope. Do I think we’ll see the equivalent of 4,000 corrected for long-term market growth? I don’t know, but it seems likely that we will eventually see the equivalent of such a low point. John TwinDeltaTandem
Wow…so clear when someone like John lays it out. Kaboom the path is clear. Investing at low points is an easy path to market out-performance. Using margin at low points is the accelerant.
This thread on the BMW Method Board at TMF shows a remarkable dire consensus. I …

After three months investing in a bearish market the FI Fund has finally succumbed and slipped into the negative territory. I have updated the spreadsheet and PDF file and you can see them on the portfolio page.
The following graph highlights why I’m still feeling good about the performance thus far. The FI fund is kicking the leather off the index ball.

The Fusion Investing Fund continues to outperform its benchmark. Although two months is around five years short of a meaningful record it is nonetheless gratifying to be outperforming. The only position entered this month was a Fedex June $90 Put.
Current positions have an average 9.9% outperformance. Cash included, the total outperformance is 4.8%.
The fund is looking closely at whether to establish long positions in Pfizer (PFE) and General Electric (GE) and continues to monitor Australian Banks.
The fund continues to hold a significant cash balance and will continue to invest this …

Benchmarking a portfolio and calculating returns are both contentious issues in reporting the performance of a share portfolio.
The most common method of benchmarking is to compare fund or portfolio returns to an appropriate share index. Fortunately in Australia there are only a few indexes to choose between. The primary Australian ASX Indices http://au.finance.yahoo.com/indices range from the total market All Ordinaries, AORD, down through the S&P ASX 20, 50, 100, 200, 300 to the S&P ASX MidCap 50 and S&P ASX Small Ordinaries.
For a true benchmark of your performance an Accumulation …