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This topic contains 10 replies, has 1 voice, and was last updated by  bill 2 weeks, 2 days ago.

Viewing 11 posts - 1 through 11 (of 11 total)
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  • #5471 Reply



    My goal is to work as a funds manager.

    Towards the beginning of this month I started investing in Australian and international shares using a unit trust.  The shares are held for the long term and it is total return I am interested in.  Every month the units will be valued and the results posted to this forum.  My hypothesis is that I can easily outperform the stock market averages over the long term.  My aim is to convince someone that this is true and have them see the value in what I am doing, and hopefully they will be in a position to offer me an opportunity to work in funds management.

    This has been done because although I have been very successful managing my own money, I have not been able to convince anyone in the industry to take me on.  It has been suggested that I establish a track record managing money under conditions similar to running a real fund.  So my idea is to do it in real time.

    If anyone thinks they may be able to help, feel free to make contact.  The results posted here will be auditable, and obviously would be prepared to show the raw figures if it got to that point.

    Thanks in advance.


    #5504 Reply


    The return for April is about 5.1 %.  That includes direct investment charges but no other costs.

    #5529 Reply

    Bill Brown

    I had some luck on my side for the month of May and the best I could do was a return of 0.5%.

    The figure for April has been revised to 5.7% return.  Not sure how I came up with the previously reported figure.

    #5549 Reply

    Bill Brown

    June: +3.5%

    #5587 Reply

    Bill Brown

    July: +5.9%

    April figure has been rechecked and I am now confident to say it is actually 5.1%. (If I end up working with anyone, maybe they can bring the attention to detail.)

    #5624 Reply

    Bill Brown

    August: +1.55%

    #5625 Reply

    Bill Brown

    April 5.1%

    May 0.5%

    June 3.5%

    July 5.9%

    August 1.5%

    If someone believes they may be in position to offer me something, please feel free to make contact at

    #5652 Reply


    September  -0.7%

    #5706 Reply


    October +3.9%

    #5730 Reply

    bill brown

    I will not be posting any more results here.  I can still be contacted by email until about the 6th of December, This didn’t work out the way I thought it would, so I am moving on to plan B.

    #5973 Reply


    Quick update

    Last financial year 30.4%

    Since inception 1//4/18 to 30/06/20   35.4%

    See above posts for more information.

Viewing 11 posts - 1 through 11 (of 11 total)


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