Values down in December
December 2016 was not our best month. While the ASX All Ordinaries index was up 2.85% for the month, the valuation of our shares was down about the same amount. Overall, our listed green investments did not perform well, but significant falls were experienced by two equity holdings, Bellamy’s Australia (ASX: BAL) and Touchcorp (ASX: TCH), which dragged our valuation down further. The result would have been worse if we had not reduced our exposure to listed equities during the month. These investments now represent 54% of our portfolio.
December Valuation now posted.