Weighted

Share this post

Portfolio Returns

www.weightedresearch.com

Portfolio Returns

Special, Statistical, Super and Sustainable Strategy

Ong Wee Hiang
May 24, 2021
1
Share
Share this post

Portfolio Returns

www.weightedresearch.com

Updated: 10th November 2021

The live portfolio was initially funded with SGD 500,000 in 2020. The amount was top up to USD 1,000,000 in 2021 to give it a nice round number.

The percentage return is calculated based on the injected capital at that moment of time.

Annual Increment:

The annual return on a yearly basis is as presented below

Compounded Basis:

The more appropriate way to evaluate long term investment result would be on a compounded and multi-year basis.

If you are keen to know more about our philosophy, please go to Portfolio Construction.

Or alternatively, subscribe to the newsletter and view the portfolio.

1
Share
Share this post

Portfolio Returns

www.weightedresearch.com
Previous
Next
Comments
Top
New
Community

No posts

Ready for more?

© 2023 Weighted Research
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing