Sunday 23 June 2019

June 23th portfolio update.


Last month was a terrible month portfolio was down 10%. This month was a better month up 8.5% year to date.


sold some Disney and switch to Intel in may : 135 : 46.56
sold off all of SBS transit and switch to Banks.
using the new platform stock cafes to track combine with morning stars. some of my European stocks unable to be captured.

overall SBS transit achieved a total return of 37.2% inclusive of dividend for a period of 4 months which was pretty encouraging.

SBS was sold out as banks is seen as a better buy .

IMBBY was added in June as well.


 


















past portfolio return (dividend reinvested) excluding saving .

2013 +18.6%
2014 +18.4%
2015 +17.7%
2016 +5.9%
2017 +15.7%
2018 - 7.9%
2019 YTD + 15.79%
Average 12% 6 years to double my wealth.


Portfolio return including saving

2013 + 32.1%
2014 + 31.4%
2015 + 29.8%
2016 + 15.2%
2017 + 22.3%
2018 - 6.4%
2019 +14.1% (started to consume dividend)