Ben
It’s time to review my goals again. Since the time frame of my reviews are similar to a company, I will try releasing this post in the format of a company’s reports. Let me know if you like it!
Portfolio PerformanceWGM portfolio returned 16.49% (excl dividends) vs STI ETF’s 4.66% (excl dividends), led by a Q1 recovery. Dividend-wise, portfolio yielded ~0.24% vs 1.74% (STI ETF).
Total return WGM portfolio for Q1 2019 is 16.73% vs 6.40% (STI ETF) for an over performance of 10.33%.
Over performance in 1Q 2019 compared with the previous update shows an increase of 1 percentage point (10.33% vs 9.23%). Total over performance since inception improved to 19.56%.
All returns calculated on an ROI basis due to the short time frame (<1 year).
1Q 2019 saw an addition and a divestment of the portfolio. The divested counter constitute roughly half of the portfolio’s
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