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With the year-end closed of STI as 3167, and the STI at the beginning of 2012 as 2688, the STI performance is 19.7% base on XIRR in excel

I am sure 2012 is a good year for most forummers here.

Year 2012 performance turned-out to be the best year among the 10 years of my investing experience.

Value investing guideline, hard-work and coupled with good luck in year 2012, the performance is 20% above the STI, base on XIRR in excel. A good excuse to have a good celebration for new year 2013 Big Grin

With enlarged fund, i do hope to achieve the same performance in year 2013, even it may be a fat hope Tongue
That's mean if you have 500K capital invested, on average 100K return in 2012. Many folks here may have miss out the property climb, but stocks are pretty good as well. Cheers.
(31-12-2012, 05:05 PM)corydorus Wrote: [ -> ]That's mean if you have 500K capital invested, on average 100K return in 2012. Many folks here may have miss out the property climb, but stocks are pretty good as well. Cheers.

It is 20% above STI, i.e. 40%. It means if i have 500k capital invested, the return is 200k Big Grin
Hmmm this sounds a lot better than property investment. LOL.
Congratulations Cityfarmer. Job well done! And thanks for sharing.
Sharing my year. Would appreciate others to share to get a benchmark sense. Total invested assets up by 5% only. Equities helped a lot with about 11% returns on blue chips and 24% on speculative. Bonds only 3.5% as I have lots of near term bonds. Cash, cpf drag down the results at just 0.36%.

It's this normal? My net worth increased by about 5+%.
2012 is indeed a good year!Smile
My return using my investable fund is about 35% excluding dividend.
My winner horse this year is wingtai and neratel!
Total amount exclude my cash,my property cash account,rental and income
This also exclude the money i siphoned to buy watches:p
My best performers in 2012 were...............
1. Lee Kim Tah (up 32%) ............ thank you ever-reliable Lee Kim Tah.
2. Kingsmen Creatives (up 31%).
3. BreadTalk (up 29%, following a pleasingly good Q4 rally).
I was also pleased with the performance of Keppel Corp (up 18%) and BBR (up 17%) - admittedly I was hoping for more from LHT Holdings (up 6%) but realise this one is for the longer term. My US$ Corporate Bond holdings did pleasingly well - better than I had anticipated.

My three dogs of 2012 were...........
1. Techcomp (down 20%, following a particularly dire November/December, i.e. amid the China-Japan territorial spat).
2. Olam S$ Perpetual 7% Bond (down 18%, following the Muddy Waters "attack").
3. Q&M Dental (down 11% - without the events of this last week, Q&M would likely have been my worst performer of 2012).
Both Cheung Woh (down 8%) and Ying Li (down 6%) also dragged on the overral performance of my portfolio. Several of my S$ Corporate Bonds edged down following issue of the Olam Muddy Waters report.

Fortunately (luck rather than any foresight on my part), Lee Kim Tah and Kingsmen are my largest Singapore equity holdings and Techcomp was my smallest S$ equity investment. But overral I would assess the year as "good ......... but could have done better".

All numbers above EXCLUDING dividends.
(31-12-2012, 04:48 PM)CityFarmer Wrote: [ -> ]With the year-end closed of STI as 3167, and the STI at the beginning of 2012 as 2688, the STI performance is 19.7% base on IXRR in excel

I am sure 2012 is a good year for most forummers here.

Year 2012 performance turned-out to be the best year among the 10 years of my investing experience.

Value investing guideline, hard-work and coupled with good luck in year 2012, the performance is 20% above the STI, base on IXRR in excel. A good excuse to have a good celebration for new year 2013 Big Grin

With enlarged fund, i do hope to achieve the same performance in year 2013, even it may be a fat hope Tongue

wow your returns is awesome! which were your best performers?
(31-12-2012, 06:25 PM)WolfT Wrote: [ -> ]2012 is indeed a good year!Smile
My return using my investable fund is about 35% excluding dividend.
My winner horse this year is wingtai and neratel!
Total amount exclude my cash,my property cash account,rental and income
This also exclude the money i siphoned to buy watches:p

Yours is better than mine. Mine is including the dividends

My biggest winners this year are M1 and Elite KSB. Others are well-performed as well except the Armstrong Ind which is still in paper loss Tongue
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