PLNK

Summary

Portfolio value

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Return since inception

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Return year to date

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Inception

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Positions

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Cash

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Performance

Cumulative return since –. PLNK is time-weighted and net of fees. S&P 500 is price only, converted to AUD. VDHG (Vanguard Diversified High Growth) is total return. AU property is the monthly Cotality index of Australian dwelling prices (via the BIS), held flat between prints. Pre-inception extends the three benchmarks back to VDHG's listing in November 2017, weekly, measured to the same start.

Holdings

* Outside the rebalance band.

Exposure by region, share of invested capital

Exposure by sector, look-through

Largest underlying companies

Risk

Portfolio volatility, annualised

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Diversification ratio

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Effective number of independent positions

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Drawdowns since –

Share of portfolio risk

Behaviour in the worst equity weeks

Correlation of weekly returns Since Last year