Recap of performance to date while we have a breather with no...

Recap of performance to date while we have a breather with no SPP.

Number of days since SPP start, 134.
Number of SPP 10, 1 out of money (MVP), 1 zero allocation (SN1) 1 notional allocation (AQR).
Average application $15,055, average allocation $6,826 = 45.3%.
Average days held SPP 22.
Average net return SPP allocation 11.0%, 182.9% p.a. (after brokerage)
Average net return SPP application 5.0%, 82.9% p.a. (after brokerage)

Starting purchasing power $60,198
Net return after brokerage (ex mngt fees, performance fees, application fee, initial brokerage) $6,772 = 11.3%, 30.6% p.a.

Have now covered $3K application fee, $300 initial brokerage, & mngt fees until the end Jun after the deduction of performance fees.
Need to make approx another $1,573 to cover exit fees from remaining SPP to hit my target to the year ending 30th June 2021 which looks very achievable.

So despite it's issues happy with the performance to date but worth noting that Z1P has been the best SPP return to date when taking account amounts allocated & % return.