2013 Portfolio Performance

over the last 12 months the STI is down 1.5%
would any of u guys like to share your portfolio performance for the year 2013?
does it beat the index? if so what was your return for 2013, thanks ^^

(26-12-2013, 02:17 PM)felixleong Wrote: over the last 12 months the STI is down 1.5%
would any of u guys like to share your portfolio performance for the year 2013?
does it beat the index? if so what was your return for 2013, thanks ^^

Let's start from your performance, what your performance?

STI still ticking for 2013, so a review after 2013 is more appropriate?

I'm quite satisfied with my results this year as I made over 30% returns on my 6 figure portfolio.

I was lucky because Challenger had a great run this year (up >40%) and its weights about 50% of my portfolio.

Some of my other gains were like Karin and Valuetronics which was mentioned with details in my blog too.

I'm currently still 90% vested and 10% in cash going into 2014.

Hope everyone is doing well too ^_^

YTD, the XIRR result is close to 30%. YTD STI return is 2.4% (assumed dividend yield of 3.4%, and growth of -1%), so it is about 27% above STI.

I am yet to complete the review. Preliminary review shows that Challenger helped quite a lot. So did M1 and YZJ. None of my portfolio lost money this year. The recent acquired MemstarT also helped a bit.

Other in this forum might have better result, with a good run up of stocks like Kingsmen, Silverlake and Boustead etc.

Looks like many here get about 30% return for 2013. As of today, my return is 30.8% inclusive of dividends. I own only small and mid caps. A number of my stocks have done well: Boustead, MTQ, Challenger, Penguin, Guthrie (general offer) and Eastern Holding.

How are u guys calculating your returns for the year? To make it comparable?

Portfolio value on 1 Jan 13 (A)
= Total market Value of all stocks owned based on last closing prices + un-invested cash in portfolio

Portfolio value today (B)
= Total market Value of all stocks owned based on last closing prices + un-invested cash in portfolio

YTD portfolio return = (B - A)/A x 100%

I did not inject new cash during the year.

There was a well-covered topic in the following thread. You can get all the detail from the posts.

One of the method used was XIRR with MS Excel

http://www.valuebuddies.com/thread-2152-page-25.html

(27-12-2013, 09:36 AM)CityFarmer Wrote: There was a well-covered topic in the following thread. You can get all the detail from the posts.

One of the method used was XIRR with MS Excel

http://www.valuebuddies.com/thread-2152-page-25.html

Hi CityFarmer,

Thanks for the Excel template. Can I use this template just for 2013, or should I use it over a few consecutive years?

Sorry for the noobish question. This is the first time I am using this template.

Thanks.

dividend warrior, how did u do for 2013?
I'm a big fan of yours ^_^