Performance of Portfolio Improved

It was not often that my investments were above water. Most time, the market valuations were lower than my costs of investments. On a portfolio basis, the October valuation was on par with my total cost of investments.

The worst performing asset class within my portfolio was still my Singapore equities. This was down 20.8%. Even that, the loss was much better than 24.8% loss in September. This was an improvement without a doubt. The reason was due to the partial bid on the Keppel Corp shares by Temasek Holdings. That had lifted some Singapore equities this month with Keppel Corp, SembCorp Industries, SembCorp Marine and Singtel benefiting.

Despite the poor showing of my Singapore equities, my other investments made up for this loss.

The following table shows the year-to-date changes to the stock indices as at end of October 2019.

Stock Indices 31-Dec-18 31-Oct-19 YTD Change
Nasdaq (USA) 6,635.28 8,292.36 25.0%
Germany DAX 10,558.96 12,866.79 21.9%
S&P 500 (USA) 2,506.85 3,037.56 21.2%
CAC 40 (France) 4,730.69 5,729.86 21.1%
Australia All Ordinaries 5,709.40 6,772.90 18.6%
Shanghai Composite 2,493.90 2,939.32 17.9%
Dow Jones (USA) 23,327.46 27,046.23 15.9%
Nikkei 225 (Japan) 20,014.77 22,927.04 14.6%
Mumbai BSESN 35,935.31 40,129.05 11.7%
UK FTSE 100 6,728.13 7,248.38 7.7%
STI (Singapore) 3,068.76 3,229.88 5.3%
Hang Seng (HK) 25,845.70 26,667.71 3.2%

The Straits Times Index (STI) was up 5.3% since the end of 2018.

Copyright © 2019, 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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