Shares & Derivatives
Top/Worst performers in my portfolio for 2016
By Unintelligent Nerd  •  December 22, 2016
It's coming to the end of the year. In one week's time, we will be ushering in 2017. So how did my income portfolio fare for 2016? I will officially be recording and tabulating the results on 31 December 2016, but it doesn't hurt to review the performance of my counters thus far. I'm not the type who monitors the prices of my holdings daily, so some of the top/worst performers were somewhat surprising. I define returns as follow: ((Current Market Price + Dividends/Distributions received) - Purchase Price)/Purchase Price I have included transaction costs in the above calculation as well Worst Performers 1). In first place, the worst performer for the year goes to Sabana REIT, with a -35.44% return. I have nothing to say about this. Move along now, move along. Damn paiseh. I've learned some valuable lessons from this, and it's my first "tuition fee" that I ......
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By Unintelligent Nerd
A nerd's take on personal finance and investment.
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