Table 1 shows the updated 2024 portfolio as of Aug 16 close, while Table 2 shows the stocks sold for The Edge Singapore’s 2024 portfolio.
In Issue 1150, we published an update to our 2024 virtual global portfolio. As mentioned in the article, we sold New York-listed Altria Group, Tokyo-listed Anicom Holdings and London-listed Games Workshop Group on Aug 9, using closing prices. We also purchased three new stocks: Singapore Exchange ) , Shanghai-listed Kweichow Moutai and New York-listed Vici Properties on Aug 12 using closing prices.
To recap, The Edge Singapore’s virtual global portfolio was incepted on Jan 24, 2020, with 10 stock picks equally allocated to a US$100,000 ($131,084) virtual portfolio. Our returns for 2020, 2021, 2022 and 2023 were 98.1%, 13.1%, –9.8% and 25.8% respectively. The updated return for the 2024 period from Feb 23 to Aug 16 for our global portfolio is 2.1%. The total returns since inception stands at 159.8%.
