SG ThumbTack Investor
Portfolio Divergence From Benchmarks – Thanks Trump!
The 1 major headline in the past few days has certainly been all about the US-China trade negotiations and Trump’s threat to hike tariffs 2 days from now. In the midst of all the uncertainty, the global markets have been roiled and US markets have taken a tumble this week. Whilst I have not predicted this, and neither do I try to, my US portfolio has benefited and continued it’s relentless upward march, even while the world burns and the indices FINALLY start turning down: Finally. Everything starts turning red for once. Everything except TTI’s portfolio. Hitting a new high of 41.62% ROI YTD, and especially since it’s coming at a time where there aren’t many stuff that’s not red… is very satisfying. US portfolio NAV hit a new high too, but I̵