My portfolio (at cost) of S’pore stks for Q309 close,
The STI closed at 2672.57, +51.72% fm end 2008. Using cost as a ref, my portfolio stats (vs 2008),
- Size : +16.01%
- Realised Profit/Loss : +7.03% (Profits : +2.50% ; Div : +4.53%)
- Unrealised Profit/Loss : -15.6% (+18.02% if remove 2008 carry fwd)
- Net Portfolio Performance :
o At Cost : 7.03% – 15.6% = -8.57%
o At End-2008 Mkt Value : 7.03% + 18.02% = +25.05%
So, +25.05% vs +51.72% (STI), only half of STI’s gain. But, still big losses based on cost 🙁
Changes in portfolio (vs Q109 – unable to use Q209 data which was lost due to my HDD crash),
- New Additions : a-iTrust, SMRT
- Increases : Thomson, FirstREIT, MacCookPSF, CitySpring, SBSTransit, FrasersComm, SingPost, StarHub
- Decreases : SPH, HLFin
- No Change : MacCookIREIT, Cambridge, FSL, M1, GTC, Rickmers, STEng, SPAusNet
- No More : CDLHTrust, MapleTree, STI ETF