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Monday, January 9, 2012

MY UT investment 2011 return

Just done a simple calculation based on my 2011 year end closing market value of my UT holdings - my annualised return for 2011 will be -10.74%.

During the same period S&P 500 returned 1%, STI -17.00%, Asia Ex-Japan -18.40%, and Global Emerging Market -19.60%.

In 2010 my annualised return was 12.13%, which worked out an annualised compounding return of 0.04% since 2010 (seems no big difference like put my money at bank to earn the fixed deposite rate for the past two years). Nevertheless, in long term run I am still aiming to achive a above 7% annualised return for my UT holdings.

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