Tuesday, April 6, 2010

Portfolio Update March 2010

2010 Year to date (YTD) Return
Equity(Include Funds) 
Direct Shareholding
Dividend/Coupon/Interest received for 2010

Absolute Return Since Nov 2007
Portfolio 10.15%
Equity(Include Funds) 19.88%
Direct shareholding23.31%

1) You start seeing monetary tightening by governments thru' interest rate movements. This is nothing to be afraid of as this is the initial tightening phase from a period of excess liquidity and low interest rate. Tightening of interest rate will only affect investment sentiments when interest rate is at normal levels but start moving up. On the contrary, interest rate tightening is a form of indication by governments that the economy is indeed in recovery mode and this is reason to be in equities still.

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Singapore Stock Picker said...

you finally updated! oh my gosh. anyway for your chart have you thought of using the google applications? it is slightly more interactive than the one you are using now.

anyway,can you explain what you mean by direct share holding?

Wealth Journey said...

haha.. sorry for the wait.
I'm more or less fully vested and now I have nothing much to update except for the month by month journal of what i feel is happening in the market.

Direct shareholdings are stocks I own directly while equity(include funds) will consist of those funds as well. So, if you want to see my performance, you should see the direct shareholdings only. The portfolio performance as a whole will always be "lousy" since i have bonds and cash in it that do not have much appreciation potential.

Oh, what is the google application that you are talking about?

Singapore Stock Picker said...


some thing like excel but they give you the html script and makes it slightly interactive