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
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