Kết quả đầu tư “năng động”

One idea at a time

This page is intended to evaluate my stock/fund picking skills

It’s a shorter version of the bi-annually “Kết quả đầu tư” in order to let me and readers quickly assess my “active” investments.

Stocks are benchmarked to MSCI World Index and funds are benchmarked to the indices designated by the fund managers.

World Moat Portfolio and CF Lindsell Train UK Fund:

Capture
Asian people will eat more salted snacks in decades to come! So Pepsi will be soon smashing the index

The “active” element contributes 65% of my net-worth. The remaining 35% is in index fund, ie “passive”

Details of Viet Moat Portfolio is to be updated by the end of June 2017

 

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