This portfolio of 10 stocks returned 98.1% for the one-year period, outperforming all comparable benchmarks for 2020. The Edge Singapore’s global portfolio subsequently recorded yearly returns of 13.1%, –9.8%, 25.8% and 18.6% from 2021 to 2024, respectively.
This year’s The Edge Singapore scores a three-bagger (Issue 1174, Feb 3), for the five months from Jan 30 to June 27, our portfolio returned 5.6%, narrowly edging out the Straits Times Index, which returned 5.4%. The top-performing index was the Korean Kospi, which recorded 22.9% gains, while the worst-performing benchmark was the Dow Jones, which lost 0.8%. The Nasdaq Composite and S&P 500 Index returned 2.8% and 3.6% respectively, over this period (Chart 1).
The top-performing stock in our portfolio was Knights Group, which gained 63.3%, while the worst performer was Alten, which lost 14.3% (Chart 2).
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Over the entire five-year five-month period from Jan 24, 2020, to June 27, The Edge Singapore’s global portfolio returned 218.5%, which translates to a CAGR of 23.8%, outperforming all comparable benchmarks. The top-performing comparable benchmark over the same period was the Nasdaq Composite, which returned 127.6%, translating to a CAGR of 16.4%. In contrast, the worst-performing benchmark was the Hang Seng, which returned 5.7%. The Straits Times Index returned 56.3% over this period (Chart 3).
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Charts 4 and 5 show the top-performing and worst-performing stocks since inception.
We’ve shown our readers that it is indeed possible to outperform passive investing through active investing, achieved through individual stock selection and proper discipline. Alas, we will be retiring our global virtual portfolio. Alternatively, we will occasionally write about individual global stocks. Tong’s Absolute Returns portfolio and Tong’s AI portfolio are also great for investors looking for in-depth ideas on picking global stocks.
Happy investing to everyone!
Disclaimer: This article is for information purposes only and does not constitute a recommendation or solicitation, or expression of views to influence readers to buy or sell stocks, including the stocks mentioned herein. This article does not take into account an investor’s particular financial situation, investment objectives, investment horizon, risk profile, risk tolerance and preferences. Any personal investments should be made at the investor’s own discretion and/or after consulting licensed investment professionals, at their own risk.
