Here's the first snapshot of how my "Little Book that Beats the Market" Portfolio (hereafter to be known as the "LBP") is tracking so far. I'll post and update every month:




Highlights of my LBP Plan:
* 100% geared using Portfolio loan secured against real estate equity
[loan interest rate currently approx. 7.25%]
* LBP performance target 15% pa [net of costs] over medium-long term [5-20 years]
* invest in monthly $5000USD lots (~$7000AUD) over an 18 month period
* pick one stock each month using the "Little Book" website list of prospects
[using filter criteria of >$127m market cap, and list 100 to pick from]
* stocks purchased using Comsec Pershing US brokerage facility
* sell each stock after 18 months, and buy a replacement using the realised funds
* fund interest payments on loan from my cashflow and any dividends received