Apr 6, 2014

Cory : Financial Health Report 2014 April


Personal portfolio heath report using chart gives me a broader perspective view. Over 15 years of record. Cash deposits consist of a number of foreign currencies fixed deposits. Pension fund, oversea stock markets record, any CPF related returns and investment, and property are all excluded.

Profits build up over time while moving towards the direction with lesser risk play, growing dividends, larger capital base and industry selection focus. War chest is quite large if we consider the fixed income segments.



Structured here refers to Preference/Bond types of products. Fixed returns typically from Fixed Deposits. Equity, Dividends and Returns presented are from SGX stock market only.

Over the years learned that i have to

1. Do my own investments
2. Change strategy when needed
3. Learn from mistakes
4. Take calculated risks
5. Cut lost when fundamental change
6. Not invest in Unit trusts and S-chips
7. Read Chart and Fundamental
8. Measure performance

Cory
6th April 2014

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