With only one more week to go till the end of 2023, I thought it's time to pencil down my thoughts on my portfolio's performance and potential adjustments that I will make in 2024. I have done this previously in 2022 and 2021.
I decided to break this post into two parts. The first part will concentrate on the general performance of the constituents in my portfolio. The second part will provide the absolute figures (in %) and explore the potential adjustments that I will make to the portfolio in 2024.
General Overview
This year has been a fantastic year for my portfolio. I think nobody can complain about a 40% return. This makes up for the rather dismal performance of the portfolio in 2021 and 2022, resulting in 5% CAGR across a 3-year period. This beats the likes of CPF returns.
If I liquidate my portfolio at the end of 2022, I will be staring at a -25% loss in my portfolio. This again goes to...