August 2025 Returns: 22.11%
Year to Date Returns:103.92%
Since Inception (9 Sept 2020) Returns: 363.94%
August is a busy month as companies report various results. The portfolio has once again set a new monthly high on the back of companies like Hong Leong Asia.
5 years, 100k to 460k....well thats decent i guess even though i just do this monthly for fun and also to show that it is possible in sgx since Sept 2020.
Some companies results thoughts.
Hong Leong Asia - Construction Segment Lacklustre, China Yuchai good results. Most brokerage houses have upped the target price amidst the 'construction catch-up'. I think results this year will be better definitely. Yuchai is a good company (with AI Data Centre generator supplier play) and the construction segment should eventually benefit from the construction demand sooner or later. Its not about how many % the net profit grew in 1H 2025, but rather things look so rosy.