Performance
"You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets." - Peter Lynch
Track record
April 2016 was the date I started consolidating the majority of my capital from stodgy brokerages with zilch capabilities in portfolio performance reporting, into a freshly created Interactive Brokers (“IB”) brokerage account.
The reasons for doing so were IB’s rock-bottom trading commissions (which meant higher returns for me) and more critically, the ability to easily track my portfolio’s performance with IB’s technologically superior brokerage platform.
Below are the screenshot and table of my portfolio returns since the inception of my IB brokerage account.
SPX – S&P 500
MXWO – MSCI World ETF
STI – Straits Times Index
U***9027 – My portfolio
| Year | My portfolio | S&P 500 | MSCI World Index | Straits Times Index |
|---|---|---|---|---|
| 2016* | 21.7% | 7.4% | 5.8% | -2.0% |
| 2017 | 46.1% | 19.4% | 22.8% | 18.1% |
| 2018 | -4.5% | -6.2% | -9.1% | -9.8% |
| 2019 | 37.4% | 27.4% | 28.9% | 5.0% |
| 2020 | 52.8% | 16.3% | 16.3% | -11.8% |
| Cummulative | 233.0% | 79.6% | 75.0% | -3.3% |
* Inception since 25 April 2016