SINGAPORE (Jan 29): My Global Portfolio continues to outperform the benchmark MSCI World index over the past one-week, gaining 2.8%. This brings cumulative portfolio returns to 9.8% in the five weeks since inception.

For the benefit of readers who are new to this column, this is a “real” portfolio with an initial capital of US$500,000 and takes into account all transaction costs. My trading account is with UOB Kay Hian in Singapore.

Notably, though, our US stocks have been underperforming Japanese and China-based stocks in the portfolio. To a certain extent, this reflects prevailing narratives favouring emerging markets over higher valuations in the US. Frankly, we could also have done better.

To continue reading,

Sign in to access this Premium article.

Subscription entitlements:

Less than $9 per month
3 Simultaneous logins across all devices
Unlimited access to latest and premium articles
Bonus unlimited access to online articles and virtual newspaper on The Edge Malaysia (single login)

Stay updated with Singapore corporate news stories for FREE

Follow our Telegram | Facebook