Sunday, December 18, 2011

Journey of a portfolio

This is the result of a portfolio since January 2008. I'll try to answer any questions and comments.

+Portfolio Results vs Various Benchmarks (*Excluding Dividends & Other Gains)

*Dividends & other gains adds about 12.5% points to the cumulative returns in SGD terms or 13.5% to the cumulative returns in USD terms.

+Portfolio result is inclusive of cash held. % of cash and equities varies throughout the stated period. When opportunities are abound, cash could be 100% all invested, or when risk is high and potential return is low, the cycle would be reversed, resulting in an increase in % of cash held.