Current Return and performance
For November 2016,
The estimated holding period return for KLCI in the September (1st Nov 2016 - 30th Nov 2016) is -2.90% (with dividend included). Holding Period return for my portfolio, is -3.76%. Total holding period return for my portfolio since the inception is 1.66%, annualized to be 0.39%, this is far lagged behind KLCI total return of 13.67% (annualized, 3.06%)
For December 2016,
The estimated holding period return for KLCI in the past period (1st Dec 2016 - 31st Dec 2016) is 1.70% (with dividend included). Holding Period return for my portfolio, is -0.53%. Total holding period return for my portfolio since the inception is 1.12%, annualized to be 0.26%, this is far lagged behind KLCI total return of 15.6% (annualized, 3.4%)
For January 2017,
The estimated holding period return for KLCI in the past period (1st Jan 2017 - 31st Jan 2017) is 2.11% (with dividend included). Holding Period return for my portfolio, is 8.86%. Total holding period return for my portfolio since the inception is 10.08%, annualized to be 2.2%, this lagged behind KLCI total return of 18.04% (annualized, 3.83%)
For Feb 2017,
The estimated holding period return for KLCI in the past period (1st Feb 2017 - 28th Feb 2017) is 1.62% (with dividend included). Holding Period return for my portfolio, is 2.22%. Total holding period return for my portfolio since the inception is12.52%, annualized to be 2.66%, this lagged behind KLCI total return of 19.95% (annualized, 4.13%)
Trading Activities
None. The stock position i hold is as per 4 months ago.
