My Singapore stock portfolio returns (including dividends, excluding transaction costs) in 2017 was about 19.22%. Major portfolio changes this year:
- Divested my remaining stake in ARA , as it concluded the share scheme in Apr 2017.
- Divested DairyFarm, Del Monte Pacific, Transit-Mixed Concrete and Yoma Strategic.
- Added Frasers Centrepoint, Keppel Corp, Kimly and Siverlake Axis to my portfolio.
- Adjusted my stake in some of my existing holdings.
Although challenges persist in some of the companies I own, I do hope my portfolio of companies will perform satisfactorily in the long run.
Based on the 7-years plan set in 2010, I did not achieve my desired asset target by 2017. I did not manage to increase my personal investable asset by 17% annually, and this is mainly due to my inability to compound my Singapore stock portfolio at a satisfactory rate.
I have lowered my financial target for the next 7 years. I aim to achieve 13% increase in my personal investable asset yearly for the next 7 years.