Sep 1, 2021

Cory Diary : Equity Performance Report Card Sept'21


Portfolio by August hits a high of 11% return in the early days of the month before coming down in the last days of it around 7% YTD returns using XIRR with book closure date on 31st Dec'21. STI do have similar performance pattern. However, the portfolio enjoys another smaller gap against STI which is now down to 0.3% gap range. We still have yet consider STI dividends which is 0.083 or 2.68% yield as we are just taking it one thing at a time.

Growth Shares

If we just pluck out Growth stocks performance, mainly US and HKEX Chinese Shares, Returns are 11% YTD. They constitutes 12.1% currently of the Equity portfolio. Not bad for one which started poorly and fortunately at initial pace of 5% stage which Nasdaq later corrected in the first Q ( below chart ) but which now has already grown by about 20% YTD. Nevertheless, they are elevated relatively and probably rightly but we will never know. The idea is to get exposure safely.



Portfolio Performance would have been much better if few learning are learned before hand.

SGX stocks should have sold asap when the impact on Treasury and then HKEX A50 news hit. Both basically hit some fundamental levels of reduction in base line profitability and ability to compete well respectively. Today the price has gone below $10. I think is still not attractive enough for me to come back. Will put it in monitor list.

MSCI Singapore impacts due to SEA inclusion has been underestimated. This resulted in some softening of all the other components in it. This stock unfortunate is not in my shortlist as I do not have a good understanding of it's business risk and valuation model. Nevertheless, is not like I know other stocks of required level.

Latest Addition

My goal of foreign shares are to kickstart my exposure to growth stocks and then slowly adjust after. Trading cost is the last in my mind. With selection of global business stocks like Microsoft, AMD and Tesla, this will give me some base line probability to Win.

With the increase in US stocks price recently, decided to invest further and therefore this time round we have SEA in the initial buy list. Yes, it has increase from 260 to 330 range. That's the whole idea of moving in stages considering the market is at high side. So that this will mitigate the fall if the market turns drastically down which they are good at ... . Glad to be able to hold some shares of SEA which is our local company. Cannot miss it !


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Articles in this Blog is personal take and educational purposes only. Reader should seek their own professional help when making financial decision and be responsible for their decision.


  1. Dear Investingnote folks,

    I have not been on investingnote for half a year, yet my friends continue to alert me on the negative posts on me...
    May I know why do you guys keep hating me and keep attacking me?
    I no longer post on that platform, I have moved on
    Now I am only sharing with my readers and followers on my substack.. I no longer have anything to do with investingnote
    If you disagree or dislike my views then do not read them, do not come to my substack... simply just remove me from your world and grow up
    I have moved on and I hope you guys can move on too
    Take care all and Stay healthy


    1. I guess you keep the community excited on your ideas. Wish you the best in your Chinese shares. I am vested too.