Shares & Derivatives
Singapore Permanent Portfolio Update – May 14
By Dr Wealth  •  June 1, 2014
It has been a while since we update on the performance of the model Singapore Permanent Portfolio. Between 3 Jan 12 and 31 May 14, the model Portfolio has averaged an annual return of 1.03%, or 3% cumulative return. This is unimpressive to many people. However, it is important to note that this model Permanent Portfolio has yet to carry out its first re-balancing. The Permanent Portfolio is a not a dividend portfolio but a capital gain portfolio. To make profits, the investor has to buy and sell the components in the portfolio. Hence, profits are only made in between two re-balancing and this model portfolio has yet to see one. Most importantly, Permanent Portfolio promises a very low drawdown and during this 2 years and 5 months, the maximum drawdown was only -9.5%, despite the series of bad news: turmoil in Europe, drop in US credit rating ......
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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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