Invest
Newbie’s IB Portfolio and New Bond Portfolio – End February 2014
By Portfolio Diversification  •  March 1, 2014
Portfolio 1 - IB Portfolio (Started in February 2014) - Screenshot attached below (PENDING, IB SERVER DOWN)End February 2014 (against 31st January 2014), 1 month = +4.59% (annualised 55.08% p.a.) Comments: The Leighton bond jumped 2% in the OTC market the moment I transferred it into IB. Slight concerns about IB's bond valuation prices, but I guess that will even out in the long run. Unlikely for the extrapolated 55% annualised return to materialise since a large chunk is from Leighton bond's paper gains. Return measurement is using the formula: (Net Liquidation Value - Initial Capital) / (Initial Capital). Initial Capital is in the form of $150k notional of Leighton bonds transferred in on 20th February 2014 at clean price of 98.7 with accrued interest of approximately 1.5%, hence Initial Capital is deemed as USD150k. Portfolio 2 - Bond Portfolio (Started in January ...
...
Read the full article
By Portfolio Diversification
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance