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Bench marking myself against STI, HKSE and World Index:
For last month’s portfolio review click here
Year to date:
STI Index: -17.53%
HK Index: -5.81%
My Portfolio: -5.35%
World Index: +6.86%
Three years trailing:
STI Index: -16.18%
HK Index: -2.03%
World Index: +22.05%
My Portfolio: +12%
Year to date, I outperformed STI by 12.18% and HK by 0.46%, under performed the World Index by 12.21%. Three years trailing, I outperformed STI by 28.18% and HK by 14.03%, under performed the World Index by 10%.
TWR(Time weighted return) is based on previous close of all my stocks daily, instead of my actual buy and sell price. A deeper understanding of my own portfolio is the XIRR which is money weighted and shows the true profit/lost I have incurred from all my investments till date: