|
| 2010 Year to date (YTD) Return |
| Portfolio | -1.24% |
| Equity(Include Funds) | -0.39% |
| Direct Shareholding | 2.46% |
| Dividend/Coupon/Interest received 2010 YTD | $115,981 |
|
Absolute Return Since Nov 2007
|
| Portfolio | 3.26% |
| Equity(Include Funds) | 18.06% |
| Direct shareholding | 19.17% |
| |
|
I would think the economy is still in recovery mode and market is in a stage of confidence building and accumulation for the next leg up. Staying vested in equities, though, I have allocated more cash into Australian short-term deposit of 1-3months tenure. I find having more cash, even if it earns a meager return of 4.5%, allows me to sleep better at night and not worrying too much on the fluctuation of the equity portfolio.
