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Why these stocks are in our portfolio

Tong Kooi Ong Published on Fri, Mar 02, 2018 / 5:16 PM GMT+8

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SINGAPORE (Mar 5): The past 2½ months since the Global Portfolio started have been eventful, to say the least, coinciding with the first meaningful market correction after two years of historic calm.

Our basket of stocks started off very well, with total portfolio returns reaching as high as 10.6% right before the market correction. The portfolio underperformed the benchmark index during the turbulent two weeks, but has since rebounded, in line with global markets.

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