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.
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.
- ChrisColeman·2022-12-082022 is a hard year, hope 2023 will be better for investors1Report
- MortimerDodd·2022-12-10Fullerton is also one of my key investments this year.LikeReport
- EvanHolt·2022-12-10Money market funds are certainly worth our investment.LikeReport
- Maria_yy·2022-12-10Don't invest in small - and mid-cap stocks, or you'll lose everything.LikeReport
- WayneEvans·2022-12-08Hope we can have more opportunities in 2023. Well I am waiting for the Xmas opportunities now.LikeReport
- DonnaMay·2022-12-10I can see you've learned a lot from ZIM.LikeReport
- ElvisMarner·2022-12-10Investing in ZIM also made me very frustrated.LikeReport
- boardy·2022-12-09good share go zim.LikeReport
- 88wlam88·2022-12-08Great strategy to DCA US Big Cap next yearLikeReport
- neosg·2022-12-08painful yearLikeReport
- DEVIL25·2022-12-08OkLikeReport
- Universe宇宙·2022-12-08[Cool]1Report
- Longshot·2022-12-08OkLikeReport
- GraceChan·2022-12-08okLikeReport
- Dragon1976·2022-12-08OkLikeReport
- Troedas·2022-12-08okLikeReport
- asr68·2022-12-08txLikeReport
- Icecream29·2022-12-08OkLikeReport
- DaveNg5144·2022-12-08OkLikeReport
- Ahi·2022-12-08👍LikeReport