|
2009 Year to date (YTD) Return
|
Portfolio
|
16.66%
|
Equity(Include Funds)
|
76.16%
|
Direct Shareholding
|
160.25%
|
Dividend/Coupon/Interest received for 2009
|
$87,599
|
|
Cumulative Return Since Nov 2007
|
Portfolio
| 2.30%
|
Equity(Include Funds)
| 10.33%
|
Direct shareholding
| 15.76%
|
|
|
|
1) Big fluctuations in market value for this month but ended up more or less at where I left off in September. Barring any unforeseen events, I am optimistic going forward and will use the dips to buy any stocks that are undervalued.
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