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Strategic Investor 2023 Review
By ccloh Strategic Investor Zone  •  January 16, 2024
FTSE STI ended the year 2023 at 3,240.27 compared to 3,251.32 a year ago, down 11.05 points or 0.34%.  Pretty much a flat performance for the year.  If not for a late upsurge in December, the loss would have been bigger.  Individually, a review of the various stock portfolio in holding as followed.
Investment Portfolio
20232022Variant
Non-Strategic (Income) Unrealized Gain/Loss              +99.17%         +82.49%      +20.22%
Strategic Unrealized Gain/Loss              +7.94%         +9.75%      -18.56%
Crypto Unrealized Gain/Loss              +16.06%         +2.84%     +465.49%
Portfolio Unrealized Gain/Loss              +20.11%         +15.53%      +29.49%
Realized Gain/Loss   +18.37%   +18.37%    0%
Dividend Return   +71.91%   +70.16%   +2.49%
Cash Holding   +83.37%   +83.37%   0%   
Portfolio   +110.39%   +104.05%   +6.09%   
STI   3240.27   3251.32   -0.34%

  Annualized (w/o dividend)  Annualized (with dividend)  
CapitaMall Trust+4.12%+8.22%
MapletreeInd Trust  +8.11%+10.73%
Kep DC Reit+7.73%+11.11%
Frasers Cpt Trust+4.13%+8.36%
Lendlease Reit----
...
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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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