2012 Investment performance

Since October i've started to build a portfolio of ETFs, primarily but not exclusively focusing on dividend stocks. I've also bought some gold in non-physical form through my HK bank.  Here's my current portfolio and how it has performed in the past couple of months:

Name		Return	% Assets
SEDY		4.4%	1.05%
IASP		4.0%	1.05%
SHYU		0.9%	1.05%
IUKD		5.3%	1.07%
IDVY		3.4%	0.64%
GOLD		-1.4%	1.01%

The return figure is inclusive of both dividends and valuation gains.  SEDY (emerging markets), IASP (asian property) and IUKD (uk high dividend) have all paid dividends in either November or December which has boosted the return in the short period of time i've been holding these.  IDVY (euro high dividend) has had a good week, rallying 3.4% in the week since it was purchased.

Gold has lagged a bit.  Fears around europe and the fiscal cliff seem to have eased recently, which can be seen in the increase in equities and risk currencies.

Going forward i'll measure investment returns using a CAGR (Compound annual growth rate) formula, which factors in the timing of cashflows such as purchases & dividends to generate an annualised return.  For those excel fans its the 'XIRR' function!  I haven't shown it here as the numbers are a bit meaningless given the short period of time i've held these investments.

The % Assets represents my total assets rather than just the investment portfolio. You'll see my default target holding for now has been 1% of total assets per investment, which over time will be varied up or down depending on my comfort with the investment, and the overall degree of diversification i'm aiming for.

I will be looking to build up this portfolio over the coming year, primarily targeting high yield investments & ETFs listed in the UK or HK.