2022年投资成绩单
2022年下半年我的投资表现并不理想,主要是因为大部份的时间都是手持50%以上的现金比重(期间现金水平更是长时间维持在70%的关口)。然而,等待的大跌并没有预期的到来,来的却是大选后的涨潮。 (我完美错过了)
组合中的Keinhin虽然开番了,CCK, Ableglob 等消费股的回酬虽然也可观,可整体回酬还是被高现金水平拖累了,下半年只录得左右约7%的回酬率,全年约28%。
然而,最让我郁闷的还是莫过于港股的投资,中国银行与农业银行虽然回升了,可是近来马币兑美元汇率涨幅却更为凌厉(从4.8涨到4.31)。真是人算不如天算啊😯
https://tengkhan.blogspot.com/2023/01/2022.html
Singapore Investment Bloggers
-
-
-
-
-
-
-
-
-
Are Singapore Savings Bonds Any Use in 2023?11 hours ago
-
-
-
PayPal to shed 2,000 jobs globally14 hours ago
-
-
-
-
-
-
Retirement Journey Update for Jan 202317 hours ago
-
-
-
-
-
-
-
-
-
-
Monthly Sign-Up Offers – Nov1 day ago
-
-
-
-
-
-
-
Portfolio (Jan 31st, 2023)1 day ago
-
Month of January 20231 day ago
-
-
-
-
-
-
-
-
-
-
-
Reflections for year 20222 days ago
-
-
Sold my last S-REIT2 days ago
-
-
-
China’s Economy in 20232 days ago
-
-
Property Resale Prices shot up3 days ago
-
-
-
-
-
-
A busy start to 20233 days ago
-
-
-
-
-
-
-
-
-
January 2023 Portfolio Update4 days ago
-
-
-
-
-
-
Is it time to be bullish?5 days ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
2023 Jan Portfolio Update1 week ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
随心笔:味道、仪式篇2 weeks ago
-
-
5 things we already know in 20232 weeks ago
-
We Are Expanding!2 weeks ago
-
How To Optimise Accounts Payable2 weeks ago
-
2022 - My Year of Revenge Travel3 weeks ago
-
-
-
Game plan for 20233 weeks ago
-
-
-
Review of 20223 weeks ago
-
-
-
-
Bidding Jurong Bird Park Farewell4 weeks ago
-
Demoralized4 weeks ago
-
How Do Free Apps Make Money?4 weeks ago
-
-
-
2022 Thoughts, Hello 2023!4 weeks ago
-
-
-
Dec 2022 Portfolio4 weeks ago
-
-
-
Series of Defaults for Maple Finance5 weeks ago
-
-
-
-
-
Takeaways from “Sea Change”1 month ago
-
-
Moment of reflection (Kyoka Suigetsu)1 month ago
-
SRS investing options1 month ago
-
Investment Summary - Nov 20221 month ago
-
Greed is Coming Back1 month ago
-
-
-
-
Investing is Easy2 months ago
-
-
LoopholesSG is Back!2 months ago
-
-
-
-
Investing in BYDDF: Build Your Dream2 months ago
-
-
-
Likely Property Crisis for Singapore?3 months ago
-
-
-
-
-
-
-
-
-
Shaping Vienna from the ground up6 months ago
-
Portfolio Update - 2Q20226 months ago
-
-
What is Overemployment7 months ago
-
-
Terra Hill Condo (former Flynn Park)7 months ago
-
Alibaba VS Tencent: The Battle Royale7 months ago
-
-
-
-
-
-
-
-
-
-
-
Malaysia Investment Bloggers
Click to comment
Subscribe to:
Post Comments (Atom)