Aug 30, 2019

Cory Diary : Portfolio Resilience August Report

STI Index has major roller coaster rides this year. The most recent one is just this month when it erases all it this year winning and then creep back up a little to end at +1.23% YTD. After dividends, probably +4% range.

 How did Cory Portfolio performs ? If we are to use the relative perform chart against STI, End Jun report is Here and Early Aug in Here. Iran conflict did not happen. I was trying to secure the widened gap. Let's look how it goes.
Year-to-Date

(updated for privacy) 

 Cory Portfolio  : 15.8% which came down from 18.x% range 
excluding fixed instruments (ie bond)  : 19.2%.  This is mainly due to weakness in Banks, STI ETF and lastly Mapletree NAC Tr (Black-swan - HK Riots/RMB Depreciation).

 (updated for privacy) 

 Overall portfolio outperforms STI by 11.x% so far this year. There are some changes in portfolio mix which I will elaborate in later blogging.
Cory
2019-0830










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2 comments:

  1. 30YearOldInvestorSep 1, 2019, 8:03:00 AM

    Thats some serious dividends and profits... mine only 3 digits haha

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    Replies
    1. CorySep 1, 2019, 3:24:00 PM

      To be frank, REALLY, there are much much higher mountains. You see me good, I see them so much better. Rome aren't build in one day. So as long we take steps to build, we will be there ... I mean somewhere. Cheers.

      Delete

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