My 2024 Total Investment Review

2024 Total Investment Review

This article is the final part of my 2024 investment review. For my Malaysia investment review, you may refer to this article. For my foreign investment review, you may refer to this article.

This review covers all my stocks, mutual funds, exchange traded funds (ETFs), and trust in Malaysia and US. As I am based in Malaysia, I am going to convert the US Dollar (USD)-denominated assets to Ringgit Malaysia (MYR).

Other than the annual return, I will also show the internal rate of return (IRR) of my whole portfolio.

Total return

Annual return for 2024 = +11.79% (2023: +8.84%)
IRR = +7.68% (2023: +7.03%)

For the USD conversion rate, my average conversion rate from MYR to USD is 4.398. The current exchange rate that I use to convert USD to MYR is 4.3904.

2024 total investment review

My target annual return is 7%. As both of my portfolios had return of 7% and above, I was able to hit my target in 2024. The Malaysian market finally showed a good return and my Malaysian portfolio benefited from this improved sentiment.

2024 was a good year. Hopefully, 2025 will be the same.

This concludes my 2024 total investment review.

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