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The Paper Mandate

$1,000,000 paper portfolio. An all-cap investment strategy against the ASX300. Putting investment research & portfolio management acumen to the test.

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Latest Issues

ASX Snaps 3-Day Loss, Private Credit Jitters, and CTD Drops 85% Post-Halt

Fund Status:

  • Portfolio Val: $1,131,282

  • Performance: Portfolio +0.07% | Benchmark +0.45%

  • Cash: $95,467

  • Bought/Sold None

Overnight Markets

Most markets were down overnight bar the US indices. S&P 500 and Nasdaq rose a...

5 days ago
2

Rate Fears and Surging Yields Trigger Broad ASX Sell-Off. Materials and Tech Key Fallers.

Fund Status:

  • Portfolio Val: $1,130,516

  • Performance: Portfolio -1.85% | Benchmark -0.99%

  • Cash: $95,467

  • Bought/Sold None

Overnight Markets

It was another sell-off overnight. Oil prices and bond yield rose, driving Ene...

6 days ago
4

Aussie 10-Year Yields Hit 15-Year Highs. Closed Strait Makes US the Largest Seller of LPG to India.

Fund Status:

  • Portfolio Val: $1,151,785

  • Performance: Portfolio +0.31% | Benchmark -0.02%

  • Cash: $95,467

  • Bought/Sold None

Overnight Markets

US markets struggled overnight. Both large (-0.33%) and small cap (-0.54% Russ...

7 days ago
2

Fed Shockwave: Jackson Hole Hawkishness Sinks Gold & Tech Growth

Fund Status:

  • Portfolio Val: $1,148,223

  • Performance: Portfolio -0.90% | Benchmark -0.19%

  • Cash: $95,467

  • Bought/Sold None

Overnight Markets

It was a volatile session on Friday where major US benchmarks surrendered earl...

8 days ago
1

Lovisa +12.7% and HMC +11.2% Jump on Earnings Strength while ASX Yields to Hot CPI

Fund Status:

  • Portfolio Val: $1,191,661

  • Performance: Portfolio +0.78% | Benchmark -0.34%

  • Cash: $107,175

  • Bought/Sold: None

Overnight Markets

US major benchmarks finished higher in a chip-led session as semiconductor s...

13 days ago
1

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  • The Paper Mandate

    $1,000,000 paper portfolio. An all-cap contrarian investment strategy against the ASX300. Putting investment research & portfolio management acumen to the test.

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