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Setting the rules for this year’s portfolio

Thiveyen Kathirrasan
Thiveyen Kathirrasan • 2 min read
Setting the rules for this year’s portfolio
Our performance over a five-year period was 201.7%, or a CAGR of 24.7%. Photo Credit: Bloomberg
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The Edge Singapore’s 2025 virtual global portfolio features a 10-stock geographically diversified portfolio. Yes, the US markets have far outperformed every other market over the medium to longer term, but our portfolio’s goal this year is to beat passive investing actively. In other words, we will attempt to beat the comparable benchmark index where each stock is listed.

To recap, our virtual portfolio was incepted on January 24, 2020. Our performance over a five-year period was 201.7%, or a CAGR of 24.7%. This year’s portfolio will be constructed similarly to previous ones, with 10 stocks allocated equally wherever possible.

The start date for this year’s portfolio was Jan 31, when the stock picks were published online, using closing prices. After accounting for all returns and cash, the portfolio’s starting value was US$301,655 ($407,862.36).

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