Monday, October 4, 2010

Portfolio Update September 2010

2010 Year to date (YTD) Return
Portfolio 3.27%
Equity(Include Funds)  4.36%
Direct Shareholding 7.77%
Dividend/Coupon/Interest received for 2010 YTD$139,593
Absolute Return Since Nov 2007
Portfolio 8.33%
Equity(Include Funds) 25.57%
Direct shareholding25.67%
The market, thus far, refused to go down drastically on bad news but charged ahead on NOT SO BAD News. I am still a believer of the recovery and the market is showing the way (usually, market leads the economy..). Low interest rate is good for the market as investors have no safe alternative(cash) to park their money and would move to riskier assets like properties and equities or carry-trade a foreign currency to seek yield. Staying vested in equities and possibly will be increasing the allocation when a correction occurs soon.
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1 comment:

AK71 said...

I too believe that the economy is likely to do better in the next 12 months. :)