I review my stock portfolio for year 2013 as now is December and I feel it is timely to do so. Year 2013 is a year which sees me improving my proportion of winning trades: I profit on selling in four of five trades as compared to seventy percentage of winning trades for year 2012. However in terms of actual realized profits from capital appreciation and dividends, my performance was not very good; my profits is around 50% less than that for year 2012. The figures are not very surprising to me as indeed for a stock portfolio which is heavily focused on commodities, year 2013 is a year which does not see much of the commodity recovery. Hence I read my report card with not much of a surprise.
Casting these commodities stocks apart, the Singapore’s stock market always reacting to any inkling of the US tapering (of QE) ......
