2017 is over. I have made some progresses and some mistakes.
In term of share investment, here is my result table.
I didn't do good enough in either STI or Hongkong or US market, with average position usually below 50%, most of the time around 30%. This was probably, in retrospect, a bad decision, as being too concern of the markets.
In 2017, I got the following IPOs:
- Dasin Retail TR, 0.80, didn't earn much money, sold in the 1st week of listing
- Netlink NBN TR, 0.81, still holding on to it
- RE&S, 0.22, made some nice profit and unloaded in the 1st week of listing
This is the first year I applied IPO in SG market, as it is usually not open to Singapore investors when they are overseas resided; I'm still getting used to the IPO scene locally.
Investment into STI ETF on installment basis turned out to be decent result, while my selection of SingPost and TTJ didn't work too well: SingPost is a rush-in after reading Alibaba's investment, even though my entry price is lower than theirs, it is still a bit too high after which I started reading its annual report and its fraud investment case in the US eCommerce space. TTJ, still monitoring it further.
Good performance is actually from Tat Seng Pkg and Sinostar Pec, I got in both counters at relatively low price.
Turnaround story is Keppel and DBS.
My SG investment is 27+% return on the counters I'm holding in 2017, but since I allocate my current asset into 3 equal portions: cash, stock, and living expense reserve. Overall return on this asset class is then 9.12%.
=====================================================
A new year resolution of mine in 2018 is to work harder, to stay healthy.
2018-01-01
In term of share investment, here is my result table.
2017
|
Return in Index
|
In local currency
|
Avg Position
|
In RMB
|
HSI
|
35.99%
|
19.12%
|
60%
|
10.73%
|
NASDAQ
|
29.11%
|
6.46%
|
35%
|
-0.24%
|
DJIA
|
25.68%
|
|||
SPX500
|
20.04%
|
|||
STI
|
17.99%
|
9.12%
|
30%
|
9.64%
|
000001.SH
|
6.56%
|
19.01%
|
50%
|
19.01%
|
399001.SZ
|
8.48%
|
|||
399006.SZ
|
-10.67%
|
|||
CSI300
|
21.78%
|
|||
Total aggregated return
|
12.55% (in constant currency)
|
11.40%
|
||
I didn't do good enough in either STI or Hongkong or US market, with average position usually below 50%, most of the time around 30%. This was probably, in retrospect, a bad decision, as being too concern of the markets.
In 2017, I got the following IPOs:
- Dasin Retail TR, 0.80, didn't earn much money, sold in the 1st week of listing
- Netlink NBN TR, 0.81, still holding on to it
- RE&S, 0.22, made some nice profit and unloaded in the 1st week of listing
This is the first year I applied IPO in SG market, as it is usually not open to Singapore investors when they are overseas resided; I'm still getting used to the IPO scene locally.
Investment into STI ETF on installment basis turned out to be decent result, while my selection of SingPost and TTJ didn't work too well: SingPost is a rush-in after reading Alibaba's investment, even though my entry price is lower than theirs, it is still a bit too high after which I started reading its annual report and its fraud investment case in the US eCommerce space. TTJ, still monitoring it further.
Good performance is actually from Tat Seng Pkg and Sinostar Pec, I got in both counters at relatively low price.
Turnaround story is Keppel and DBS.
My SG investment is 27+% return on the counters I'm holding in 2017, but since I allocate my current asset into 3 equal portions: cash, stock, and living expense reserve. Overall return on this asset class is then 9.12%.
=====================================================
A new year resolution of mine in 2018 is to work harder, to stay healthy.
2018-01-01
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