If you are a regular reader of this newsletter, you already know that last week we bid adieu to Jess, the creator extraordinaire of this mailing. In true Jess style, she went out with a bang, which means we have a lot to live up to around these parts.
For now, though, I thought I’d go with a simple introduction.
I’ve been at Spaceship for a little more than six months. Before that, I spent more than 10 years writing across various mediums and themes — from fashion to entrepreneurship to health. In those same years, I had a crazy money ride. I’ve at times had a healthy bank balance and at other times I’ve been wondering whether my card would be declined.
As such, I feel as though I’m on this personal wealth journey with all of you. I’m slowly but steadily adding investments to my Spaceship Voyager account; I’m finally setting aside money for emergencies; and I’m thinking about how I can set myself up for the future.
All this to say, I’m selfishly learning and writing about money just as much for you, as for me.
For today, we have some exciting news to share (keep scrolling!) so I’ll wrap it up. But I would love to hear what you’d like to read about in these newsletters going forward, whether it’s investing deep-dives or personal finance issues or a bit of everything.
We're one year old!
There’s no need to send cake or flowers, but we did want to let you know Spaceship Voyager recently turned one! Yes, it’s been an entire year since we officially launched, and even though it’s our first birthday, we have a present for you: some snazzy performance numbers!
The Spaceship Universe Portfolio has returned 11.62% in the year to 31 May 2019, and 10.5% p.a. since the Funded Date* (15 May 2018) (12.5 months).
The Spaceship Index Portfolio has returned 11.76% in the year to 31 May 2019, and 9.35% p.a. since the Funded Date* (15 May 2018) (12.5 months).
A few notes:
These numbers relate to the performance of each fund.
The performance of your investment in either the Spaceship Universe Portfolio or Spaceship Index Portfolio will naturally differ, and will depend on when you invested in the fund. Your return is based on the unit price of the fund when you were issued units.
Also remember, past performance is not a reliable indicator of future performance and is provided for your information purposes only. Returns are net fees, and not a projection.
* The Funded Date (15 May 2018) is the date on which each fund was able to invest in most of the companies in its relevant reference indices.