Friday, July 14, 2023

Portfolio Returns for Jun 2023

I have been sharing the returns of my portfolio in the last few months:

I felt it will be good to track the returns on a regular basis since the returns will fluctuate from time to time depending on the stock market. 

This year has been pretty good, most of my portfolio recovered. The biggest rise has been in the USA and crypto portfolios. 

Meanwhile, around this time of the year, Temasek publishes its returns.

Its one-year total shareholder return (TSR) fell to minus 5.07 per cent from plus 5.81 per cent a year earlier, as high interest rates eroded the value of global direct investments, particularly those in technology, healthcare and payments, it said.

Still, Temasek’s overall portfolio performance sustained its recovery from the lows 

during Covid-19. 

Its three-year TSR came in at 8 per cent, while the TSR since inception in 1974 

remained robust at 14 per cent.

Ten-year returns stood at 6 per cent versus 7 per cent in financial year 2022, 

while 20-year returns were at 9 per cent against 8 per cent in the previous year.

Performance of Temasek Portfolio

Temasek recorded -5% for this year! 

Here's a recap of the major market events (positive events in greennegative events in red, mixed events in yellow):

  • Ukraine war: the war is still ongoing, though there is trouble on the Russian front due to the rebellion by Wagner chief Prigozhin. On the other hand, the Ukraine counter-offensive is not going as smoothly according to some reports.
  • CPI report: For the June CPI report, the year-over-year percent change cools to 3% (down from 9% in 2022 Jun). Since inflation is coming down, there is less anticipation of a rate hike, hence the markets went up. Reits also went up during this period. 

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