STI Index has major roller coaster rides this year. The most recent one is just this month when it erases all it this year winning and then creep back up a little to end at +1.23% YTD. After dividends, probably +4% range.
How did Cory Portfolio performs ? If we are to use the relative perform chart against STI, End Jun report is Here and Early Aug in Here. Iran conflict did not happen. I was trying to secure the widened gap. Let’s look how it goes.
Dividends collected: $34,607
Realised Profit: $83.067 including dividends
Unrealised Profit: $62,513
Total Profit: $145,719
Cory Portfolio : 15.8% which came down from 18.x% range
excluding fixed instruments (ie bond) : 19.2%. This is mainly due to weakness in Banks, STI ETF and lastly Mapletree NAC Tr (Black-swan – HK Riots/RMB Depreciation).
Portfolio Value (excluding idle cash) : $1,107,277
Overall portfolio outperforms STI by 11.x% so far this year. There are some changes in