Wednesday, January 1, 2014

2013 Portfolio Review

Goodbye 2013, hello 2014, time is passing fast, 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.
From the table above, it is clear that return of all portfolio items are decent compare to last year. My US Portfolio is beating both Dow Jone 15 and Fortune 10, +16.32% and +2.92% respectively. My HK Portfolio is beating both Hang Seng HK 15 and Hang Seng Mainland 12, +8.97% and +13.68% respectively. My Malaysia Portfolio is beating FBMKLCI, +12.61%. In conclusion, my last year investment performance beating all these index funds, 2013 is definitely a good year to me :). 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

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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.