Tuesday, January 3, 2012

2011 Portfolio Review

As I established Investment Yardstick for US and Hong Kong Market in June 2011, it is time for annual review.

Portfolio Summary
Cost is based on market open price on 1 June 2011. Gain/(Loss) calculation with dividends included.
It is 7 months review instead of full year annual review. From the table above, it is clear that none of the portfolio is doing well, all turn red except Fortune 10. My US Portfolio is beat by both Dow Jone 15 and Fortune 10, -2.82% and -5.08% respectively. My HK Portfolio is beat by both Hang Seng HK 15 and Hang Seng Mainland 12, -3.81% and -4.81% respectively. In conclusion, my investment performance in these 7 months cannot match with these index funds. Please see tables below for detail of each index fund.

US Market
Dow Jones 15
Fortune 10

Hong Kong Market
Hang Seng HK 15
Hang Seng Mainland 12
Posted by at
Labels: ,

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)

Disclaimer

The author writing this blog is for personal records and information sharing purpose only, it is not professional investment advices. The author specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. Neither the author shall be liable for any loss of profit or any commercial damages, including but not limited to special, incidental, consequential, or other damages.