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% |
...