Portfolio value declined over the week

This past week was bad for investments.

My Singapore equity portfolio continued to lose value. The percentage decline in value over cost of acquisition for each month-end is shown below. From May onwards, Singapore equity continued to slide every month. The worst month was this month with the Straits Times Index (STI) dropping 7.21% as of last week.

Month-end Change in value (%) STI Change (%)
Jan 2015 – 3.9 3391.20 NA
Feb 2015 – 5.2 3402.86 +0.34
Mar 2015 – 3.9 3447.01 +1.29
Apr 2015 – 3.1 3487.39 +1.17
May 2015 – 5.5 3392.11 – 2.73
Jun 2015 – 7.8 3317.33 – 2.20
Jul 2015 – 11.0 3202.50 – 3.46
21 Aug 2015 – 15.5 2971.01 – 7.21

My other investments with poor performance include:

Investments Change in value (%)
Australian Fixed Deposit – 15.7
Templeton Global Total Return Fund A(Mdis) SGD-H1 – 14.1
First State Regional China Fund – 11.5

But on a total portfolio basis, the investments were down 4.1%. (In June, it was down 3.0%.) The portfolio basis of investment cushioned some of the losses.

I am not too concerned about the performance of my Singapore equity portfolio at this moment. The dividend received so far was 2.9% of total sum invested. So the portfolio is still giving me dividends.

Copyright © 2015, limkimtong for Living Investment

The material presented is intended to be general and written in layman’s language as much as it is possible. The author shall not be liable for any direct or consequential loss arising from any use of material written. Please seek professional advice from your financial advisor or financial institutions on material written covering financial matters.

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