It’s Mid-Autumn Festival. Hope that you are (or will be) having a great time with your loved ones.
Today is also the last trading day of September, so here’s my report on my portfolio’s 9-month performance.
A concern of higher rate for longer time has punished the market over the past week. To be honest, I was surprised by the market’s reaction as I thought what the FED shared was expected. Apparently not. Maybe it was an excuse for some to offload their positions.
In any case, that’s beyond my control.
What I can control is how I manage my portfolio. After 9 months this year, it achieved a 3.9% return. Really duh right? Especially when the latest T-bill yield jumped to 4.07%!
Oh well, I am confident that the longer term return of my portfolio will still beat T-bills or Singapore Savings Bonds.
Review of Performance
I am grateful that despite the current weakness in the stock market, it has managed to stay in the green. In the following video, I will be sharing
- my top 10 holdings
- my narrative behind the numbers
- 9-month dividend trend
- top 5 and bottom 5 performers
Wishing you a happy and peaceful final quarter of the year, and may it be filled with lots of good fortune!