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Year 3

The result for the third year was limited to about 10% due to some errors in selecting the companies for the Smart Index.
The selection process has been improved to hopefully reduce such errors and in the case of unforseen negative developments, reduce their impact.
It is hoped that the current selection for the year ahead will have a decent balance and an overall positive outlook and should result in a decent return. This is despite there appearing to be a generally expensive market especially in certain sectors and types of companies.

Smart Money Index

The smart money index tracks a select group of stocks that posess certain quality attributes. The spread is dependant on current market prices.

Buy Price: $11.43 Sell Price: $10.37
1 Year Return (buy to sell): 2.94%
10 Year Compound Return (buy to sell): 15.40%

Current Index Values