While its easy to check my Interactive Brokers portfolio performance because of its built-in measurement tools, its not so easy to track the performance of my Singapore and HK/China stocks because Standard Chartered and FSMOne don't have YTD returns.
So as an approximate proxy, I calculated the YTD performance (29 Dec 23 closing price to 27 Dec 24 closing price with dividends included) of my 6 largest Singapore counters (STI ETF and OCBC added together are larger than the other 4 combined), and also my HK/China ETF position. For Singtel, the position size has been reduced as I managed to exit a portion at $3.33 (its currently $3.10), which means my "realised" return is slightly higher.
This sort of acts as a proxy for my SG portfolio though of course I have smaller holdings in various other counters, including Fraser's Logistics Trust which I have been accumulating throughout 2024 and currently losing money on it.
As for my Interactive Brokers Portfolio, which is basically my LSE-listed stocks and ETFs and some US stuff, I have again underperformed the S&P500 massively. My "excuse" is that I have been buying mainly Vanguard World which has 'only' 50-60% USA and slowed down my buying of S&P500 ETF because I wanted more diversification. However, I realise it could have been worse if I didn't have any US exposure at all and simply bought SG-REITs.
Happy New Year.
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