It has reached the midpoint of The Edge Singapore’s top 10 global stock picks for this year. To recap, we started with a portfolio of 10 stocks in 2020, which returned 98.1% for the year. This year, we recommended 10 stocks, consisting partially of the previous year’s stocks picks and new stock picks. The portfolio inception date was on Jan 24, 2020, while the 2021 portfolio start date was on Feb 18. This portfolio accounts for capital changes and dividends but not for exchange rate fluctuations and transaction costs, to make it simpler in tracking the performance.

Chart 1 shows the individual performance of each of the stocks for the 2021 portfolio while Chart 2 shows the overall performance of the portfolio against other benchmarks. Table 1 shows the holdings of the portfolio as at Aug 18 before the changes while Table 2 shows the current holdings of the portfolio with the most recent portfolio updates.

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