This is the first review of my portfolio. For the first time, I am going to reveal my average purchase price.
YTD Stock Performance based on Market Closed Price End Dec 2013
The stocks listed in my current portfolio achieve +9.7% total return since start 2014.
The return could be higher if not for Vallianz falling 28.7% after reaching its peak last Dec and Super Group substantial decline of 21.3% due to the Thailand political chaos.
Nam Cheong is the best performer with +43.5% total return.
ComfortDelgro, Raffles Medical, Overseas Education and Suntec Reit all achieved a stellar 20% or more total return.
YTD Stock Performance based on Rolf’s Average Purchased Price
Rolf Suey’s stock at cost, achieve +11.7% total return since start 2014. Note that this is based on unit share and not based on my actual portfolio.
A mere three stocks register decline mainly due to trading expenses. BRC Asia saw the largest fall of 2.9% but this will be offset by dividend yield in the next FY.
Vallianz is the best performer with +55.7% total return followed by Nam Cheong +34.8%. ComfortDelgro and Raffles Medical were also impressive, returning +27.5 and 25% respectively.
Overseas Education, Suntec Reit and Chip Eng Seng all register more than 10% return with the rest of the stocks having +5-6% average return.
Straits Times Index
Comparatively, STI ETF increased from S$3.17 to S$3.31, and dish out S$0.043 of dividends, for a total YTD return of +5.77%
This means Rolf’s portfolio at cost is close to 6% above STI performance YTD. More than happy!