SINGAPORE (Jan 29): My Global Portfolio continues to outperform the benchmark MSCI World index over the past one-week, gaining 2.8%. This brings cumulative portfolio returns to 9.8% in the five weeks since inception.

For the benefit of readers who are new to this column, this is a “real” portfolio with an initial capital of US$500,000 and takes into account all transaction costs. My trading account is with UOB Kay Hian in Singapore.

Notably, though, our US stocks have been underperforming Japanese and China-based stocks in the portfolio. To a certain extent, this reflects prevailing narratives favouring emerging markets over higher valuations in the US. Frankly, we could also have done better.

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