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Tracking my portfolio gain
12 May 2021 (259 views)

I track and report my portfolio gain every day.

My total portfolio is now at $3,099,000. I have invested cash of $2,540,000. This gives a net gain of $559,000.

At the peak a month ago, my portfolio gain was nearing $669,000. It has dropped by more than $100,00 since. 

My portfolio comprise of about 50% in China stocks, 20% in Singapore stocks and 25% in US stocks and 5% in cash.

My diversification in the three markets works well. On some days, the US market showed a drop but this was offset by the appreciation in the China market. On other days, it may work the other way around.

Several of my US stocks are about 50% below the recent peak prices. These are growth stocks, which I hope will show strong appreciation in two or three years' time.

The total of my current stock holdings show a loss of $112,000 over the cost of the stocks. It may appear that I am showing a loss on my portfolio - which is in contrast to the gain of $559,000 that was reported.

Here is the reason for this anomaly.

During the past two years, I have sold several stocks and realized a total profit of $671,000. The realized profits have been reinvested in other stocks. 

To get the figure of my portfolio gain, I monitor the total value of my portfolio against the cash that I have put into the portfolio.

Tan Kin Lian
 


Tracking my portfolio gain
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I track and report my portfolio gain every day.

My total portfolio is now at $3,099,000. I have invested cash of $2,540,000. This gives a net gain of $559,000.

At the peak a month ago, my portfolio gain was nearing $669,000. It has dropped by more than $100,00 since. 

My portfolio comprise of about 50% in China stocks, 20% in Singapore stocks and 25% in US stocks and 5% in cash.

My diversification in the three markets works well. On some days, the US market showed a drop but this was offset by the appreciation in the China market. On other days, it may work the other way around.

Several of my US stocks are about 50% below the recent peak prices. These are growth stocks, which I hope will show strong appreciation in two or three years' time.

The total of my current stock holdings show a loss of $112,000 over the cost of the stocks. It may appear that I am showing a loss on my portfolio - which is in contrast to the gain of $559,000 that was reported.

Here is the reason for this anomaly.

During the past two years, I have sold several stocks and realized a total profit of $671,000. The realized profits have been reinvested in other stocks. 

To get the figure of my portfolio gain, I monitor the total value of my portfolio against the cash that I have put into the portfolio.

Tan Kin Lian