YTD 2026 Networth tracking thread

[highsulphur]

Yes, hoping for a correction at some point to increase my allocation to equities. At current valuations, not very comfortable.

What did you sell and buy into?

 

[revhappy]

What did you sell and buy into?

Got fully out of STI ETF around 3000, I know looking back seems stupid decision. I bought India fixed deposits that earn 6.5% per year. I know INR can depreciate, but so far it is holding up okay.

 

[homer123]

My 2021 YTD has hit another record high in March.. Final number still waiting for final dividend received on 31st march

 

[revhappy]

Networth as of 29/05/2021 -> 1.2m SGD

All figures is SGD '000
YTD investment growth -> 6.75%
YTD networth growth(including new salary savings inflow) -> 11.05%

 

[highsulphur]

Networth as of 29/05/2021 -> 1.2m SGD

All figures is SGD '000
YTD investment growth -> 6.75%
YTD networth growth(including new salary savings inflow) -> 11.05%

Nice work

My ibkr portfolio hit ATH yesterday as well

 

[limster]

My IBKR port also hitting ATH but in a slow and steady way, 1% at a time.

 

[blue_denim24]

My IBKR port also hitting ATH but in a slow and steady way, 1% at a time.

That's a really nice run up. No boom bust and steady progress. Care to share your holdings ?

 

[chopra]

My IBKR port also hitting ATH but in a slow and steady way, 1% at a time.

shiok shiok. !!! sama!!



Read HWZ Forum Rules!

 

[yuzu28]

Networth as of Q1 2021 end.
All figures is SGD '000
YTD investment growth -> 4.81%
YTD networth growth(including new salary savings inflow) -> 7.19%

May I know what did you categorise under Fixed Income? Unit trust, bonds, property rental?

 

[limster]

That's a really nice run up. No boom bust and steady progress. Care to share your holdings ?

my IBKR portfolio has a quite a few ETFs and is focused on UK/Europe/Australia. my other holdings are with other brokers like SCB, FSMOne, plus CDP account.

 

[revhappy]

May I know what did you categorise under Fixed Income? Unit trust, bonds, property rental?

Mostly INR based fixed deposits and bond funds.

 

[homer123]

My liquid networth hit another record high and closer to 1.93 millions.. This is attributed by the rising investment portfolio which has been hitting record high for 7 straight months since last Nov. Come to think about this, last year March when we have the crash, I lost 12% of my liquid networth in less than 3 days and only to recover that value after 9 months

 

[revhappy]

My liquid networth hit another record high and closer to 1.93 millions.. This is attributed by the rising investment portfolio which has been hitting record high for 7 straight months since last Nov. Come to think about this, last year March when we have the crash, I lost 12% of my liquid networth in less than 3 days and only to recover that value after 9 months

Wow, nice track record! I am just curious, did you include new salary savings inflow to this portfolio or removed anything, or is there no movement in/out of the portfolio? My portfolio still gets heavy inflows from salary savings to the tune of 8% of my networth growth is just from salary so it masks otherwise poor performance of my portfolio. I dont get any CPF and I am renting, so my entire savings cashflow goes to the portfolio and I am not building any home equity either.

 

[homer123]

Wow, nice track record! I am just curious, did you include new salary savings inflow to this portfolio or removed anything, or is there no movement in/out of the portfolio? My portfolio still gets heavy inflows from salary savings to the tune of 8% of my networth growth is just from salary so it masks otherwise poor performance of my portfolio. I dont get any CPF and I am renting, so my entire savings cashflow goes to the portfolio and I am not building any home equity either.

Including salary input.. I don't have CPF now as I am hired overseas. So my liquid networth is quite similar to your as I did not include existing CPF or properties

 

[yuzu28]

Wow, nice track record! I am just curious, did you include new salary savings inflow to this portfolio or removed anything, or is there no movement in/out of the portfolio? My portfolio still gets heavy inflows from salary savings to the tune of 8% of my networth growth is just from salary so it masks otherwise poor performance of my portfolio. I dont get any CPF and I am renting, so my entire savings cashflow goes to the portfolio and I am not building any home equity either.

Possible to share what are the categories / fields (header) u have included for doing the computation?

 

[revhappy]

Possible to share what are the categories / fields (header) u have included for doing the computation?

Are you asking me or homer123? I have broadly fixed income and equities. Within fixed income is FDs and Bond funds. Within equities, mainly index funds(S&P500 and EM) and my employer has a pension fund which I have chosen Asian equities.

 

[yuzu28]

Are you asking me or homer123? I have broadly fixed income and equities. Within fixed income is FDs and Bond funds. Within equities, mainly index funds(S&P500 and EM) and my employer has a pension fund which I have chosen Asian equities.

Thanks. Was asking u about your excel sheet template but great to know more details of your portfolio.

Wow! Ur employer is good! Nowadays even civil service dun have pension.

 

[highsulphur]

Has been a good 6 months

 

[wutawa]

Has been a good 6 months

any quantitative about the goodness?

 

[highsulphur]

any quantitative about the goodness?

networth up around 10% in 6 months