My Investment Portfolio Returns (2017)

My Singapore stock portfolio returns (including dividends, excluding transaction costs) in 2017 was about 19.22%.  Major portfolio changes this year:

  1. Divested my remaining stake in ARA , as it concluded the share scheme in Apr 2017.
  2. Divested DairyFarm, Del Monte Pacific, Transit-Mixed Concrete and Yoma Strategic.
  3. Added Frasers Centrepoint, Keppel Corp, Kimly and Siverlake Axis to my portfolio.
  4. 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.



2 Responses to “My Investment Portfolio Returns (2017)”

  1. 1 passerby January 5, 2018 at 11:05 pm

    Hi – congrats on achieving a very good rate of return in 2017. The absolute gain would have also been very satisfactory. Wish you all the best for the coming year.

  2. 2 kmchang January 6, 2018 at 3:10 pm

    Hi friend, thanks for dropping by!

    I am indeed very happy with the returns of my portfolio even though it under-performed the local index last year. I could not have imagined such returns, when I started investing 10+ years back. However, I am still a bit disappointed for not achieving my 7-years plan (over-confident). Hope to do ok for the next 7 years.

    You should have very well last year (though I am a bit doubtful you can better our guru friend 🙂 ) – congrat!

    Happy new year to you! Wishing you all the best for the coming new year too!

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