Nov 2, 2021

Cory Diary : Performance 2021-1102

Within one month the portfolio do a flip above STI Index just as I thought the battle is lost trying to catch up. Well not exactly if we include STI Index dividend returns which will be roughly 3% more but I am still glad. The key driver is non other than Tesla recording ATH 1208 this morning. I am now trying to figure out how to DCA up at the right time to avoid early this year growth stock crash experience.

Below table an overview of this year (YTD XIRR) US stock returns.

The US Market current PE is relatively high now. Is this Covid time going to be different ?

As for YTD Performance for whole equity portfolio, the below chart speaks for itself. "The Golden Cross". 

On the dividend side, Nov month expects to have quite an amount of dividend stocks to ex-dividend. With the reducing bank shares and some portfolio adjustments, I am not sure the theoretical annual dividend expectation will now be met and I am little lazy to count through individually. What I can do is to look for any potential dividend stocks to scope for Year 2022 preparation and this may help if they yet ex-dividend.


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