January 2019 is making the -8.8% in 2018 feel like a distant memory.
Since my last post, I’ve received some queries asking about my specific positions. With the CNY break around the corner, I’ve some time to put all this up. Some have asked me why I’m no longer putting up my extensive writeups on stuff that I’ve done DD on. Well, that’s cos I’m mostly working on global equities, particularly US ones, and I don’t think there’s much appetite for that here.
This post was originally posted here. The writer is a veteran community member and blogger on InvestingNote, with username known as ThumbTackInvestor, with more than 2,000+ followers.
And anyway, I did put up in fact:
11% Returns In A Single Day. Thank You Blue Orca Capital!
TTI: “I’m Sorry, It’s All Over Between Us. I’m Breaking Up With You”
OK, I can’t find the one on DIS right now, but I’m sure it’s somewhere around.
This post is specifically on the US portion of my portfolio, excluding the SG and the bond portions.
Since my last post (1st Post Of 2019.), things have gotten… even better. MUCH better.
I’d have taken a 22.11% return and ended 2019 right there and then. Yet, TTI’s US portfolio continued outperforming S&P and other index benchmarks massively.
As of end Jan 2019, the ROI shot up to 28.36%.
NAV rose from USD 441,055.43 to USD 550,988.57, and that’s after a withdrawal of USD 14,716.20 made.
Net quantum gain in Jan 2019 alone was thus USD 124,649.34.
The best 1 day return was on the 04th Jan 2019, when the portfolio gained 7.32% in a single day, while the worst was on the 03rd Jan 2019, when the portfolio fell 4.45% in a single day. …
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