This could be considered a pretty good month for the portfolio. Firstly, even though the STI retreated slightly, there were gains even after excluding the capital injection from savings. Secondly, the total value of the portfolio finally managed to breach the $400,000 mark.
It was quite a pretty active month as there were quite a few purchases and sales and inactivity is likely the theme for the next month as lessons are already piling with the mid year exams coming.
The annualised returns look pretty good for both the Permanent Portfolio and the DWI Picks but since these two categories are less than a year old, I really would not pay much attention to them.
1. 15HWW Permanent Portfolio
The soaring gold prices managed to offset the declining prices of Berkshire B. I have also included the dividend from STI ETF earlier in the quarter and parked them under cash. The likelihood ...
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