July Portfolio Update + August promotion for moomoo powered by FUTU SG

Here's an update on the portfolio's performance.


YTD Performance

Passive Portfolio: +4.65%

Vanguard 500 Index: +17.92%


(Source: Portfolio Visualizer)


The recent historic drop in the China market has certainly took a dent on my passive portfolio. I was expecting it to be on course to recovery since it is underwater from May onwards, but the heavy drop in the China market further diminish some of my returns YTD.


The US market continues to outperform with the YTD performance of Vanguard 500 Index climbing up to nearly 18%. Given the disparity of the performances till date and the fact that recovery in the China market might not happen by this year, I will not be expecting my passive portfolio to outperform the index this year. Though, I'm still positive that it will do so in a longer run.


Here are the monthly breakdowns.

(Source: Portfolio Visualizer)


The index continues to climb with a return of +2.38% in the month of July. It's also the second month since the inception of my portfolio that a negative monthly return occurs.


Besides the passive portfolio, I am also working on an actively managed portfolio. You may read more about it here. It is still a work in progress for now as I fine tune some parameters as I allow it to run for a longer course. If you are interested to know more about it and its' performance, do check out my Patreon page


August Promotion for moomoo powered by FUTU SG is here!


If you have not opened a FUTU SG securities account yet or have opened a FUTU SG securities account before 23:59 hrs SGT on 31st May 2021 but did not successfully deposit any amount into your FUTU SG securities account before 20:00hrs SGT on 2nd August 2021, this promotion is for you!


moomoo powered by FUTU SG is now releasing a multi-market welcome bundle awards for eligible personnel (see above) through the form of limited time "Treasure Boxes".


Details of the Treasure Box tasks/rewards are as followed:

Treasure Box No. 1

・ Follow 1 friend: Follow any user in the community to complete the task and get 50 points.

・ Post 1 comment: Post 1 comment in the community to complete the task and get 50 points.

・ Open a FUTU SG securities account: Successfully open a FUTU SG securities account to complete the task and get 180 days unlimited commission-free trades* for the US stock market, HK stock market and SG stock market effective from the day of account opening upon successful account approval. (Only for New Customers)

・ Deposit SGD 2,700 into account: Successfully deposit SGD 2,700 or USD 2,000 or HKD 16,000 into your securities account to complete the task and get 1 free Pfizer (PFE) share.


Treasure Box No. 2

・ Learn to trade: Watch the video in the specified article to complete the task and get 50 points.

・ Complete 3 trades for US Market: Make 3 completed trades for the US market to complete the task and get 1 free Pfizer (PFE) share.

・ Complete 3 trades for HK Market: Make 3 completed trades for the HK market to complete the task and get 5 free Haidilao (6862) shares.


*Commission-free trades do not apply for Stock Options, Futures and China A Shares.


Details to note for the treasure boxes:


a. Eligible users will receive 2 limited time “Treasure Boxes”. The first treasure box will be unlocked automatically. A 30-day countdown timer shared for both the treasure boxes will start upon successful FUTU SG securities account opening. (For users who already opened a FUTU SG securities account, the 30-day countdown timer shared for both the treasure boxes will start from 20:00 hrs SGT on 2nd August 2021.)


b. The treasure boxes need to be unlocked sequentially. The second treasure box will only be unlocked after the first treasure box is completed.


c. If any of the treasure boxes’ countdown time is depleted, you will lose your eligibility for the offer and all treasure boxes will disappear.


Full terms and conditions: https://support.futusg.com/topic128


To sign up for a FUTU SG Securities account, please use this link.


I also do share some useful content or articles I have read in my Telegram channel. Do join the channel if you are interested.

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