It’s the 2nd year that Miss Niao can celebrate a full-year review for her portfolio again. How well did I do as an investor? Not at all fantastic, though still in line with my goals.
A Look Back on 2017
In 2017, I started my investing journey and injected my funds rather consistently, performing a buy trade with a monthly/bi-monthly frequency. I had no sell trades in 2017.
I have also experienced how a bull market is like, and the emotions I had to go through of having a loss of double digit percentage points on paper – not that it went anywhere unbearable. Continue reading “2018 Portfolio Updates”
Will I be upset or elated over my experiences? Somehow, I feel that self-fulfillment has been something that I’ve always struggled with. Since young, I’ve been taught to be competitive and aim for higher achievements (e.g. getting better results when I’ve already gotten 85/100 for a test), but when will I ever find the silver lining? It is probably something deeper inside me that I have to deal with.
So 11.11 happened over the weekend and usually I’ll be stuck in front of my PC trying to find good deals. For this year though, I didn’t buy a single thing nor went to any website to look for something, for the sake of buying something. It just felt like I didn’t need anything, and I am thinking if it’s related to my minimalistic approach to stuff now.
The cycle goes something like this. The less I purchase, the more I know what I need, and I can be selective with my money. And being a natural cheapskate towards myself, it is easy to say “no” when it comes to unnecessary evil.
In fact, I don’t even shop all that more when I’m overseas.
Two more months before the year comes to an end, and I’ll officially be 28. I try to keep my blog posts mostly related to my investment journey, but there’s always some random (and more personal) stuff that goes on in my life which is still pretty blog worthy, so I talk about them to express myself. And perhaps allow my rantings in my writings to come through to others who are feeling the same way.
With AEM as the newest addition to my portfolio from the beginning of August, things have gotten quite… volatile.
Time weighted return (YTD): -4.11% against STI ETF of -2.88%
XIRR (YTD): -5.92%
It was not surprising that my portfolio dipped again towards the end of the month as the prices of Valuetronics and AEM mostly reduced back closer to their intrinsic values, and my buying prices.
This month has also been rather nice on the collection on dividends with most of the companies announcing their earnings for the 2nd quarter of the fiscal year. Just this month alone, almost half of our portfolio went XD. These stocks are namely: Continue reading “August 2018 – Portfolio Updates”
I have added some stocks that are in the electronics sector recently in my portfolio, namely Valuetronics and AEM. When I bought them, it was when Mr Market was very unhappy and beaten down their stocks badly.
Needless to say, since I can’t predict how things will turn out, the price of both stocks have also decreased by double percentage points in my portfolio after I bought them. Yet amazingly, within just three days, both have also risen up to be green currently.
The second half of the year has started and it looks like things are becoming less bleak in the stock market. Through much volatility in the past few months, Mr. Market (a.k.a STI) has recovered slightly back to where he had started from the beginning of 2018, with its time-weighted return coming up at -0.33%, and an actual decrease of 0.94% (From 3489.45 to 3281.36).