This article is the continuation of my 2024 investment review. For my Malaysia investment review, you may refer to this article.
This 2024 foreign investment review covers my exchange traded funds (ETFs), a stock, and a trust in the US market. I will show the gain or loss 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 2024 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.
Portfolio
This table shows the ETFs and a stock that I am still holding.
| ETF | Return | IRR |
|---|---|---|
| IBIT | 42.80% | 99.07% |
| VTI | 19.62% | 12.91% |
| MCHI | 16.39% | -1.28% |
| USMV | 15.16% | 8.92% |
| FLIN | 10.33% | 26.43% |
| BKLN | 5.53% | 6.44% |
| SGOV | 2.09% | 4.44% |
| VTEB | 1.35% | 3.53% |
| JPIB | -0.61% | -2.62% |
| WOOD | -4.72% | 4.80% |
| EIDO | -13.30% | 1.17% |
| LAND | -22.71% | -20.94% |
The following table contains the ETFs that I have sold in 2024.
| ETF | Return | IRR |
|---|---|---|
| GBTC | 46.55% | 15.97% |
| BNDX | -0.43% | -3.30% |
| ARKX | -2.66% | -16.16% |
Annual return for 2024 = +9.48% (2023: +9.78%)
My annual return is slightly lower than 2023. The worst performer was LAND.
IRR = +5.44% (2023: +2.60%)
My IRR increased in this year.
Conclusion
Same as my Malaysia portfolio, my foreign portfolio also hit my target annual return of 7%.
This concludes my 2024 foreign investment review. The next article will show the return of my whole portfolio denominated in Malaysian Ringgit.
