Summary of July 2025
Portfolio @ End of Jul25
Due to the uncertainties surrounding US tariff, KLCI dropped 1.3% in the month of July.
My portfolio suffered 1.6% loss bringing the YTD loss to 10.6%.
However, there was a significant dividend of 19sen by KFIMA ex-ed on 31/7 and I did not include this dividend into my monthly & YTD gain/loss calculation since I have not received it yet.
If this dividend were to be included, the actual loss of my portfolio in the month of July is 0.15%.
Anyway, if compared to US indices YTD, my portfolio performs badly.