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
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
On lying flat and 内卷1 day ago
-
-
-
-
-
-
-
-
-
Finance Investment Movement 612 days ago
-
-
-
-
-
-
-
Being Simple4 days ago
-
-
-
-
-
-
随心笔:错1 week ago
-
-
-
-
-
Portfolio Update1 week ago
-
A Sign Of Market High?1 week ago
-
-
-
-
-
Cory Diary : Reits Experience1 week ago
-
-
-
-
Got money, how to invest?2 weeks ago
-
-
-
-
Portfolio Summary for August 20252 weeks ago
-
August 2025 Updates2 weeks ago
-
-
Aug 2025 Portfolio2 weeks ago
-
-
Portfolio (Aug 31, 2025)2 weeks ago
-
Portfolio (Aug 31, 2025)2 weeks ago
-
-
There is No TOMORROW3 weeks ago
-
LongBridge3 weeks ago
-
-
-
Why SGD ETFs Deserve a Second Look3 weeks ago
-
Decoupling3 weeks ago
-
-
-
-
-
-
Why Buy Always Drop? (Vice versa)5 weeks ago
-
Been a while!5 weeks ago
-
-
-
Endowus Promotion TnC1 month ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Clarity3 months ago
-
Selling HRnet and Fiverr4 months ago
-
-
FAQ on Quantitative Investing Part 25 months ago
-
-
-
Crossing the 300k Mark [in a volatile period]5 months ago
-
-
-
-
ETF vs Mutual Fund: Which is Better?7 months ago
-
-
-
-
Arigato Everyone! A Decade of Blogging!8 months ago
-
Top 10 Highlights of 20248 months ago
-
-
Union Square Residences10 months ago
-
-
-
STI ETF11 months ago
-
-
-
Unibet Casino Bonus Codes 20241 year ago
-
-
-
-
-
Monthly IBKR Update – June 20241 year ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
Hello SP Group, I'm Back!2 years ago
-
-
-
A New Light2 years ago
-
-
-
-
-
2022 Thoughts, Hello 2023!2 years ago
-
Series of Defaults for Maple Finance2 years ago
-
Takeaways from “Sea Change”2 years ago
-
Greed is Coming Back2 years ago
-
-
-
-
-
-
-
-
What is Overemployment3 years ago
-
Terra Hill Condo (former Flynn Park)3 years ago
-
Alibaba VS Tencent: The Battle Royale3 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-