Tuesday, 5 August 2025

My Portfolio Jul25

 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.