This article is the continuation of my 2023 investment review. For my Malaysia investment review, you may refer to this article.
This 2023 foreign investment review covers my exchange traded funds (ETFs) and a trust in the US market. I will show the gain or loss (including dividends) for each ETF. In the end, I will show the total return of my foreign holdings. The baseline is the price at the beginning of 2023 or at the point of purchase. The currency used to compute the returns is US Dollar. I will also show my internal rate of return (IRR) of my holdings to represent the annualised return.
ETFs
This table shows the ETFs and trust that I am still holding.
ETF | DY | Return | IRR |
---|---|---|---|
GBTC | - | 317.61% | -3.21% |
ARKX | - | 24.37% | -14.77% |
VTI | - | 23.36% | 10.16% |
FLIN | - | 18.63% | 32.76% |
WOOD | - | 11.65% | 11.65% |
USMV | - | 9.63% | 7.37% |
BNDX | - | 5.41% | -3.54% |
VTEB | - | 4.60% | 7.77% |
BKLN | - | 3.14% | 3.14% |
EIDO | - | 1.31% | 7.17% |
LAND | - | -4.65% | -4.65% |
MCHI | - | -12.01% | -3.85% |
The following table contains the ETFs that I have sold in 2023.
ETF | DY | Return | IRR |
---|---|---|---|
USSG | - | 18.55% | 6.76% |
JEPI | 4.01% | 4.53% | -3.56% |
SCHZ | - | 0.20% | -6.29% |
Annual return for 2023 = +9.78% (2022: -12.09%)
My annual return turns back to positive. Contrary to 2022, my foreign portfolio had better annual return than Malaysia portfolio. My worst performer (GBTC) last year became the top performer in this year. The worst performer is still the China ETF.
IRR = +2.60% (2022: -5.20%)
My IRR also turns positive in this year.
Conclusion
Same as my Malaysia portfolio, my foreign portfolio also hit my target annual return of 7%.
This concludes my 2023 foreign investment review. The next article will show the return of my whole portfolio denominated in Malaysian Ringgit.