Saturday, May 27, 2017

Portfolio Returns

Year

% Returns

STI (Excl Dividends)

Remarks

2004

6%

2005

35%

Returns/Declines boosted with slight leverage.


2008: Great Recession

2006

130%

2007

46%

15%

2008

-70%

-49%

2009

147%

64%

2010

78%

10%

2011

-46%

-17%

Declines in S-chips and excessive concentration into 5-6 stocks

2012

25%

21%

2013

15%

-1%

Diversified into 19 stocks

2014

8%

6%

2015

4%

-14%

Oil & Gas crisis

2016

19%

4% (incl div)

2017 Jun

20.6%

12%

 

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