Invest
Cory Diary : Equity Performance Report Card Sept’21
By CoryLogics  •  September 1, 2021
Performance Portfolio by August hits a high of 11% return in the early days of the month before coming down in the last days of it around 7% YTD returns using XIRR with book closure date on 31st Dec'21. STI do have similar performance pattern. However, the portfolio enjoys another smaller gap against STI which is now down to 0.3% gap range. We still have yet consider STI dividends which is 0.083 or 2.68% yield as we are just taking it one thing at a time. Growth Shares If we just pluck out Growth stocks performance, mainly US and HKEX Chinese Shares, Returns are 11% YTD. They constitutes 12.1% currently of the Equity portfolio. Not bad for one which started poorly and fortunately at initial pace of 5% stage which Nasdaq later corrected in the first Q ( below chart ) but which now has already grown by about 20% YTD. Nevertheless,...
Read the full article
By CoryLogics
I am not an investment adviser. Nothing herein my blog constitutes investment advice. Is my personal believes that not everyone has to go through the hard way. This blog also serve a purpose to help me record my understanding and personal learning growth. I sincerely welcome all comments.
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance