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Ah [expletive deleted]

Yes, in my opinion. Each month buying 100 units of STW on first business day of the month starting 01/01/2008. I'll attempt a summary of annual results.

FY ending:

2008: 600 units (total), $33,264 invested (cost-base), Distribution for FY $1,548 (no franking included or any other stuff)
2009: 1,800, $79,890, $2,624
2010: 3,000, $131,506, $3,660
2011: 4,200, $184,327, $6,913
2012: 5,400, $232,607, $8,598
2013: 6,600, $285,238, $12,002
2014: 7,800, $344,806, $16,638
2015: 9,000, $407,614, $16,974
2016: 10,200, $466,601, $20,170
2017: 11,400, $529,409, $23,927 (Changed to quarterly distributions)
2018: 12,600, $595,581, $27,282
2019: 13,800, $664,082, $39,229
2020: 15,000, $734,993, $28,825
2021: 16,200, $803,689, $29,556
2022 half year: 16,800, $847,659, $25,315

No account was taken of brokerage or tax.

If I was able to find the prices for STW going back to when it was listed in 2001, I would have extended it but I wasn't prepared to that amount of digging. The spreadsheet took me about 40 minutes after dinner last night.

It was my poor attempt at "proof of concept." I consider there would have been similar results if was a set $$ amount rather than a set number of units and would apply what ever broad based ETF, such as A200. Have no interest in find out if it applies to the thematic stuff.

I did it because while there is a lot of chat about it, a worked example (basic though it is) is rarely seen - at least to my knowledge

<blockquote data-quote="Belli" data-source="post: 1154089" data-attributes="member: 71583">Ah [expletive deleted]Yes, in my opinion.&nbsp; Each month buying 100 units of STW on first business day of the month starting 01/01/2008.&nbsp; I&#039;ll attempt a summary of annual results.FY ending:2008: 600 units (total), $33,264 invested (cost-base), Distribution for FY $1,548 (no franking included or any other stuff)2009: 1,800, $79,890, $2,6242010: 3,000, $131,506, $3,6602011: 4,200, $184,327, $6,9132012: 5,400, $232,607, $8,5982013: 6,600, $285,238, $12,0022014: 7,800, $344,806, $16,6382015: 9,000, $407,614, $16,9742016: 10,200, $466,601, $20,1702017: 11,400, $529,409, $23,927 (Changed to quarterly distributions)2018: 12,600, $595,581, $27,2822019: 13,800, $664,082, $39,2292020: 15,000, $734,993, $28,8252021: 16,200, $803,689, $29,5562022 half year: 16,800, $847,659, $25,315No account was taken of brokerage or tax.If I was able to find the prices for STW going back to when it was listed in 2001, I would have extended it but I wasn&#039;t prepared to that amount of digging.&nbsp; The spreadsheet took me about 40 minutes after dinner last night.It was my poor attempt at &quot;proof of concept.&quot;&nbsp; I consider there would have been similar results if was a set $$ amount rather than a set number of units and would apply what ever broad based ETF, such as A200.&nbsp; Have no interest in find out if it applies to the thematic stuff.I did it because while there is a lot of chat about it, a worked example&nbsp; (basic though it is) is rarely seen - at least to my knowledge</blockquote>

[QUOTE="Belli, post: 1154089, member: 71583"] Ah [expletive deleted] Yes, in my opinion. Each month buying 100 units of STW on first business day of the month starting 01/01/2008. I'll attempt a summary of annual results. FY ending: 2008: 600 units (total), $33,264 invested (cost-base), Distribution for FY $1,548 (no franking included or any other stuff) 2009: 1,800, $79,890, $2,624 2010: 3,000, $131,506, $3,660 2011: 4,200, $184,327, $6,913 2012: 5,400, $232,607, $8,598 2013: 6,600, $285,238, $12,002 2014: 7,800, $344,806, $16,638 2015: 9,000, $407,614, $16,974 2016: 10,200, $466,601, $20,170 2017: 11,400, $529,409, $23,927 (Changed to quarterly distributions) 2018: 12,600, $595,581, $27,282 2019: 13,800, $664,082, $39,229 2020: 15,000, $734,993, $28,825 2021: 16,200, $803,689, $29,556 2022 half year: 16,800, $847,659, $25,315 No account was taken of brokerage or tax. If I was able to find the prices for STW going back to when it was listed in 2001, I would have extended it but I wasn't prepared to that amount of digging. The spreadsheet took me about 40 minutes after dinner last night. It was my poor attempt at "proof of concept." I consider there would have been similar results if was a set $$ amount rather than a set number of units and would apply what ever broad based ETF, such as A200. Have no interest in find out if it applies to the thematic stuff. I did it because while there is a lot of chat about it, a worked example (basic though it is) is rarely seen - at least to my knowledge [/QUOTE]

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