Thursday, 1 January 2015

Investment Review for 2014

As 2014 draws to a close, it is time to review my strategies for the past year.


I had four strategies for 2014. 
1) Add unit trust with corporate bonds exposures
- I didn't manage to add corporate bonds into my portfolio. I only manage to add a unit trust that has exposure to high yield bonds in US. However, this investment was pretty much stagnant and I exited the position in the middle of the year.

2) Add US ETFs/Unit Trust into my portfolio.
- My call on US ETFs positions was correct except for the energy ETFs. I bought an US unit trust and made >20% profit from that position.

3) Add Singapore ETFs when oversold.
- I managed to add SG ETF position and sold them off for some profit. 

4) Add growth and/or high dividend stocks into my portfolio
- I added additional positions in RMG @ 2.98. 


Overall, 2014 is a quiet year for me. I hope 2015 will be more eventful year for investment.





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