Well I really need to walk back on my words with this update. As in my previous post I mention it will not be meaningful to track the SRS Fund on a monthly basis. However this has denied me of creating this great new header pic and the fun of sharing especially when the early Jan market push help lifted many of fellow investors portfolio including mine.
So here we are at the beginning of 2023 with receding risk of persistent high inflation. I have made addition to the portfolio in early Feb by doubling down on YJZ Financials. Also added was more Keppel Corp shares following its perceived bad results.
The SRS Fund Review Jan 2023
Finally the new year had begin with a bang as the rising tide lift all boats. The SRS fund return a decent 5.33% against the STI 3.5%. Lower inflation expectation has lifted REITs valuation in the portfolio while it remains to be seen how these businesses navigate the tricky higher interest rate environment.
While the first month of the year didn’t registered any dividend, the pot this year is expected to fill to record high following China’s reopening and higher interest margins from banks.
The SRS fund value powered to historical high this month with the surge in valuation of most companies. While market is likely to take a breather while digesting earnings, prospect remain bright especially in Asia. I expect Singapore in particular to be a bright spot for the year as tourism, construction, property and finance all are expected to do well in 2023.
Without unforeseen events happening I would expect the SRS fund to grow at least 10% for the year. I hereby wish fellow investors all the best in the year ahead.
-
The SRS Fund Jun 2026
The month of Jun provided an important milestone in the Iran conflict. The agreement between the United States and Iran marked a significant step towards reducing geopolitical tension and reopening a clearer path for global energy flows
-
MyNest US Fund Jun 26
June was another remarkable month in the evolution of the global capitalism and the artificial intelligence investment cycle.
-
The SRS Fund May 2026
Korea, powered by the worldwide shortage and surge in memory demand, was hit directly by the AI wave, with its stock market more than doubling in a matter of 5 months. Taiwan, already the world’s most important advanced chip manufacturing hub has risen to become one of the largest stock market globally.
-
MyNest US Fund May 26
May has been an incredibly illuminating month for the MyNest US Fund. Looking across the broader landscape, the S&P 500 Index has continued its steady leg up, gaining +5.15% in the month of May alone to push its Year-to-Date (YTD) gain to +10.73%.
-
The SRS Fund Apr 2026
In my investment journey, there have been three occasions where I witnessed a company deliver a 10x return.
-
MyNest US Fund Apr 26
The market rebounded strongly in April as investors appeared to look past geopolitical uncertainty and renewed their focus on earnings, artificial intelligence, and the long-term growth prospects of quality businesses.
MYNEST.SG 