Sunday, May 14, 2017

One Ratio to rule them all - Update on the Low EV / EBITDA portfolio

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.

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 by 23%, while the benchmark STI ETF is up 18%.

That is 5% out-performance in the last year plus.

Full Disclosure : I own positions in BRC.

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


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