Saturday, May 27, 2017

Portfolio Returns

 

Year% ReturnsSTI (Excl Dividends)Remarks
20046%
200535%
Returns/Declines boosted with slight leverage.


2008: Great Recession
2006130%
200746%15%
2008-70%-49%
2009147%64%
201078%10%
2011-46%-17%Declines in S-chips and excessive concentration into 5-6 stocks
201225%21%
201315%-1%Diversified into 19 stocks
20148%6%
20154%-14%Oil & Gas crisis
STI (incl Dividends)
201619%4%
201733.6%21%
2018-11.9%-7%Fail to hold more cash during Jan-Feb 2018
Buying low quality stocks at height of optimism in Jan
20198.4%9%
20203.6%-7.5%Covid 19
202114.7%12.5%
2022-13.7%7.6%Higher % in US and HK stocks
20234.5%4.0%HSI dropped 15%, while S&P rose 25%

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