(This is not Turtle Trader or Trend Following blog. All stock and strategy mentioned in this blog do not represent buy or sell. This is my digital diary to express my thoughts and opinions about the world of investing. Ultimately, you will be responsible for your own decision. Please consult your investment adviser before taking any investment position).
Wednesday, July 22, 2009
Turtle Portfolio Record Update
(Click on the table to enlarge)
I have invested 35% of the savings since KLCI crossed 1,000 points. As this is a very passive portfolio, I am more conscious on the downside protection rather than upside in a short time. The return on capital(saving) is about 7% so far, I hope I am still on track meeting my original target of 10% per year. Except two shots that I fired pre-Lehman collapsed, every single investment made was profitable. I hope I did make a point here, invest I must, regardless of what the world says. However, if KLCI does hit 1200 - 1250, I will do some reshuffling on my portfolio to tweak my return a bit.
I'm interested to know where can you get a high return on savings at 7%...
ReplyDeleteIf you are new, the background of this portfolio is to set aside saving of $ 888 per month and invest the savings in the equity market. The result of that investment is 7% so far. So, saving = capital. Return on capital is 7%. Hope this help
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