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STI ETF Dollar Cost Averaging and Singapore Permanent Portfolio Update – Jul 2013
By Dr Wealth  •  August 1, 2013

Let’s do a stock take on our STI ETF Dollar Cost Averaging (DCA) and Singapore Permanent Portfolio at the end of Jul 13.

STI ETF DCA

Our STI ETF DCA simulated portfolio started in Jan 2008 which invests S$500 on a monthly basis. As at Jul 13, the simulated portfolio had invested S$33,000 and made S$10,819.03 profits (including dividends). This means an annualised returns of 7.7%. Follow the performance of this simulated portfolio as we continue to do this “forward testing”. You can read more about the performance tracking here.

STI ETF SBP Performance (Jan 08 - Jul 13)

 Singapore Permanent Portfolio

The simulated Singapore Permanent Portfolio was started in Jan 2012. Although gold price had went down significantly, we did not have the opportunity to re-balance the portfolio because the weightage of gold had never gone down to 15% of the portfolio. Most investors are afraid to see the components dropping in price but in contrary, ...

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By Dr Wealth
Dr Wealth provides trusted financial education to individuals. We teach researched and actionable investment methods so that our graduates are successful in their investment journey and achieve market-beating returns.
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