Portfolio Breakdown
My portfolio (at cost) of S'pore stocks for Q413 close,
- Size (Stocks Only) : +9.61% (Cost) / +7.20% (Market Value)
- Portfolio Performance vs End-2012 Mkt Value : -1.61% (Unrealised) +11.23% (Realised) + 5.15% (Div) = +14.77%
- Further Breakdown of Realised Profits : 9.27% (Stocks Bought before 2013) + 1.96% (Stocks Bought in 2013)
So, +14.77% vs +0.01% (STI), better than STI. Dropped from Q313 (+16.42% vs STI +0.02%), slightly better than Q213 (+14.32% vs STI -0.53%) and below Q113 (+18.51% vs STI +4.45%. When measured wrt STI, the best performance was in Q3 (+16%) and in the same +14% band for the other 3 Qs.
For Q4, I was most active in Oct & Nov as I was wearing my Trading Hat ie. Short Term Trades in sync with the market volatility due to QE3 Tapering Fears. In Dec, I was quite inactive due to the School Hols….
For Q114, with QE3 Tapering certainty mapped out, volatility (if any) will have to come from other fears. Most likely, my game plan would be to go for Dividend Plays as this will be the busiest FY end reporting Q.
Portfolio Changes (vs Q313)
- New Additions : FCT
- Increases : NeraTel, Popular, Vard
- Decreases : HLFin, LMIR, UMS, Forterra
- No Change : Saizen, SBSTransit
- No More : ARA, , SPH, KGT