Wednesday, September 30, 2015

A Low Enterprise Value EBITDA Portfolio for Singapore - Performance Update

I had done a post on a low enterprise value ebitda portfolio for Singapore.


Details are there at this link


The original investment hypothesis was that

a) This portfolio will outperform the market
b) It will exhibit lower volatility and draw-down.

Looking at the volatility in the market, I wanted to check how this portfolio is holding up.

The portfolio is amazing as it significantly outperforms and shows lower volatility and lower draw-down.


It is amazingly up, 1.38%, while the benchmark STI ETF is down 17%.

That is 18% out-performance in the last 8 months.

Full Disclosure : I own positions in BRC, CDW, Keong Hong, Lee Metal, Nam Lee and PEC.

Disclaimer :- 

I am not an investment professional.

I encourage you to do your own independent "due diligence" on any idea that I write about, because I could be and probably am wrong.

Nothing written here is an invitation to buy or sell any particular stock.

At most, I am handing out an educated guess as to what the markets may do.

The market will always find a new way to make a fool out of me (and maybe, even you!).

Even the best strategies of the past fail, sometimes spectacularly, when you least expect it.

I am not immune to that, so please understand that any past success of mine will probably be followed by failures

3 comments:

  1. can I enquire where do you get the information for the EV? Google? Bloomberg?

    ReplyDelete
  2. Hi smalkmus,

    This is from Yahoo

    ReplyDelete
  3. PNB to raise up to Rs 5, 000cr through QIP.
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