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Strategic Investor 2021 Review
By ccloh Strategic Investor Zone  •  January 1, 2022
FTSE STI ended the year 2021 at 3,123.68 compared with 2,843.81 a year ago, representing a gain of 279.87 points or +9.84%.  Most would like the performance was due to the recovery from the Covid-19 pandemic which started in January 2020.  While the pandemic is still ongoing with the latest being the mutated Omicron variant, it is still too early to conclude the pandemic is over or stock market correction is over.  Just a food of thought, if vaccine is able to get the world out of pandemic, those nations who have been mass vaccinating the population out of the pandemic are still requiring further booster shot against newly mutated variant why ? The following summarized the Investment Portfolio performance for 2021 vs 2020
2021 2020 Variant
Non-Strategic Unrealized Gain/Loss    +33.40%    +14.08%    +137.22%
Strategic Unrealized Gain/Loss    +2.88%    1.26%   +128.57%
Portfolio Unrealized Gain/Loss    +16.67%    +11.21%    +48.71%
Realized Gain/Loss    +20.05%    +29.08%    -31.05%
Dividend Return    +68.51%    +66.31%    +3.32%
Cash Holding    +54.05%    +26.91%    +100.85%
Portfolio    +105.23%    +106.60%    -1.29%
STI    3123.68    2843.81    +9.84%
 
Annualized (w/o dividend) Annualized (with dividend)
Genting SP +2.52% +4.14%
CapitaMall Trust +4.74% +9.03%
SIA-SATS -2.52% +0.08%
SingPost -3.39%  (divested) +1.34%  (divested)
Kep Corp -3.36% +0.08%
MapletreeInd Trust +9.73% +12.44%
Kep DC Reit +13.83% +16.52%
Frasers Cpt Trust +6.29% +10.39%
SIA MCBz300608 +1.27%  (divested) +6.07%  (divested)
STI ETF +28.89% +33.93%
 ...
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By ccloh Strategic Investor Zone
Am a typical retail investor who started investing in stock market in 1993, the same length of period as SingTel was listed in SGX and ironically SingTel was my first vested stock. Back then was a passive investor and started to turn more active in stock market in 2006. A year later when I switched my engineering job to a finance related one, I became what commonly known as trader ( trade for living ) and at the same time also strongly believe in fundamental/value investing that is the way to growth wealth. In a way I classify myself as a "Strategic Investor". As a trader, I track market movement daily and as an value investor, I am always on the lookout for cheap bargain to hold for long term.
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