Heartlandboy.com recently celebrated its one year anniversary. One of the motivations in starting a personal finance website was to have some form of public monitoring Heartland Boy’s investment portfolio. This indirect accountability adds a higher degree of responsibility when Heartland Boy manages his portfolio. Given that 2016 is behind us, let’s review if starting Heartlandboy.com has allowed Heartland Boy to improve his investment performance. This is Heartland Boy’s stock investment review for 2016.
Stock Investment Review Against STI Benchmark
Since starting his first investment in 2014 Heartland Boy has kept a record of all of his investments.
| Fiscal Year |
Heartland Boy |
STI |
Comparison Against STI |
| 2014 |
+7.4% |
+7.7% |
-0.3% |
| 2015 |
-1.3% |
-10.4% |
+9.1% |
| 2016 |
+9.5% |
+2.8% |
+6.7% |
In 2016, his overall portfolio registered a return of
9.5%, nett of all dividends and transaction fees. This marks ......
