tigjun21
2022-12-08

2022 Investing Review


Investment Performance in 2022:

My overall equity performance is negative. DCA'ing in ETFs help in buying the dip, but earlier investments in H1'2022 are in the red. 


My Top Loss is ZIM Intergrated Shipping; this is somewhat my first 'confident' attempt in US small/mid cap. I believe many followers of ZIM are attracted to its high dividend payout, but we ought to be mindful of withholding tax, and the volatility of small/mid caps. 


My Most Successful trade would be venturing into Money Market Funds. I used to like Short-term Bond funds, but was caught in Fed's aggressive rate hikes. Like many conservative investors, MMF's great liquidity with bond-like high yield boosted my overall returns and compensated for my paper loss in equities. In addition, SGD money market funds help in minimizing foreign currency risk, as I am also keen in some of the USD MMFs, such as Fullerton, Lionglobal, offered by Tiger Vault.


My Investment Plan for year 2023 would be to continue to DCA into US Big caps stocks, thanks to neo-brokers like Tiger for making small trade orders possible with Fractional shares investing. As I believe in buy-and-holding quality US mega stocks upon major price weakness, I should not fear short-term price volatility, and that a balanced investment portfolio is my way to go.


@TigerStars  

2022 Investing Review
You are invited to post your investment review for 2022. In addition to Tiger Coins, you will also have the opportunity to win a stock voucher worth up to USD 50.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • ChrisColeman
    2022-12-08
    ChrisColeman
    2022 is a hard year, hope 2023 will be better for investors
  • MortimerDodd
    2022-12-10
    MortimerDodd
    Fullerton is also one of my key investments this year.
  • EvanHolt
    2022-12-10
    EvanHolt
    Money market funds are certainly worth our investment.
  • Maria_yy
    2022-12-10
    Maria_yy
    Don't invest in small - and mid-cap stocks, or you'll lose everything.
  • WayneEvans
    2022-12-08
    WayneEvans
    Hope we can have more opportunities in 2023. Well I am waiting for the Xmas opportunities now.
  • DonnaMay
    2022-12-10
    DonnaMay
    I can see you've learned a lot from ZIM.
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