Please click and read this disclaimer if you wish to continue with the contents below.
Bench marking myself against STI and World Index:
For last month's portfolio review click here
Year to date:STI Index: -12.19%World Index: +0.35%My Portfolio: -6.6%
Three years trailing:STI Index: -10.84%World Index: +15.54My Portfolio: +10.7%
Year to date, I outperformed STI by 5.59% and under performed the World Index by 6.25%. Three years trailing, I outperformed STI by 21.54% and under performed the World Index by 4.84%.
Portfolio composition:
Transactions:
Added more APT Satellite(HK:1045), Dream Intl(HK:1126), Tracker Fund(HK:2800), SwireProperties(HK:1972), FSY(HK:1448) and Alibaba(HK:9988)
Commentary:
STI ETF(SG:ES3) saw a 27% rise from the March lows likely due to iShare MSCI STI demand(link here). This is likely due to the close correlations that our local banks have with the US banks and also funds showing interest in Singapore after the...