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Affluence 2018 Investor Letter

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To view the Affluence 2018 Investor Letter, click here.


We look at the last 12 months performance for our Affluence Investment Fund, Affluence LIC Fund and Affluence Small Company Fund. What worked and what didn’t.

We take a look at long term returns by asset class and outline three important lessons from that information, including one thing that will impact future returns more than anything else.

We explain how we’ve positioned our portfolios for the current investment environment and why we think making short term predictions is silly. Finally, we take a look at our plans for the future.

It’s all in our Affluence 2018 Investor Letter.

Take care and all the best with your investing.

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