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,...