SGX Smallcaps 2013 – Outperforming STI and returning 15.9% YTD

Back at the tail end of 2012, I started a portfolio of 20 Singapore small caps that I find interesting and track them throughout the year. These posts are updates of the results.

You can actively view this portfolio at a live Google spreadsheet here.

Half a year have gone by and we are currently having a correction that is taking the STI index from 3480 pts to near 3150 pts.

We are back to where we started for the STI Index. So how have our Small Caps portfolio done?

You can review the back commentaries here:

• Introduction to the stocks
• Jan – Killing it in January
• Apr – 17% year to date

For a year where the STI have revert back to the starting line, this portfolio performed exceptionally, still making a 13% gain.

Part of the reason is that i recorded the dividends returned during this half year.

The total gain for the year is 15.9% currently.

After dividends, only CH Offshore is in the red.

The reason for the outperformance is probably due to it not having any REITs or Blue Chip dividend stocks.

It lends the argument that the outperformance of the market currently was due to foreign fund flows finding and speculating a safe yield haven.

These stocks are just darn too small for them to be invested!

Well not all, Marc Faber mentioned he likes Kingsmen according to The Edge.

I run a free Singapore Dividend Stock Tracker available for everyone’s perusal. Do follow my Dividend Stock Tracker which is updated nightly  here.

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Kyith

Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.

Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.

Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.

You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.

His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.

You can read more about Kyith here.

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