Ally

speaker

177 appearances 1 recordings 1 series first heard Apr 2026 last heard 16 Apr

Ally’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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Equity Mates Investing Podcast · 4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge · 16 Apr 2026 podcast

It's been a busy year.

So why don't you give us a bit of an update on just what exactly has transpired over the last couple of months?

I feel like him leaving, if he does leave, but say we're just going to leave the Strait of Hormuz as is, I feel like that's not the result that the market wants.

Yeah, for sure.

Start with the best.

So...

Well, I'm not sure.

We're about to find out.

So current portfolio value is 23,587.

So I'm down just under five and a half percent, 5.44%.

If we compare that to my core DHHF, everyone's core, it is down 3%.

So unfortunately have done a little worse than my core.

But that's natural.

That's what you would expect when you have a risk on satellite.

Best performers for me, I had one of my individual stocks was up, BHP, up 3.07%.

And one of my ETFs was also up, HJPN, the Hedged Japan Fund, which Cam, you spoke about last time we were on.

It's up 1.66%.

That's the good news.

Lucky that one was currency hedged in the end.

Now for the not so good news.

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