Investment Performance Metrics
Real data from our analysis work throughout 2024 and into 2025. These numbers reflect actual client portfolios we've reviewed and the trends we're seeing in Thailand's investment landscape.
Portfolio Reviews Completed
Average Annual Returns
Months Average Client Relationship
Active Advisory Clients
What These Numbers Actually Mean
Look, we're not going to pretend these statistics tell the whole story. The 8.3% figure represents what our clients saw on average last year, but some did better and others did worse.
The Thailand market had some interesting movements in late 2024. Real estate investment trusts performed differently than expected, and tech sector allocations surprised us. We adjusted strategies for about half our clients during Q4.
- Portfolio diversity matters more than chasing high returns
- Risk tolerance assessments need regular updates as circumstances change
- Currency fluctuations affected international holdings significantly
- Tax efficiency planning saved clients an average of 2.1% annually
Who Reviews This Data
Our team doesn't just compile numbers. We spend time understanding what drives performance and how market conditions in Thailand affect different investment types.
Desmond Harrington
Senior Portfolio Analyst
Been tracking Thai market trends since 2018. Started noticing patterns in how retail investors respond to SET index movements. Most of my analysis focuses on mid-cap stocks and bond allocation strategies. I review about 30 portfolios quarterly and adjust models based on what's actually working.
Gareth Pemberton
Risk Assessment Specialist
My job is basically asking "what if things go wrong?" for every investment strategy. I model downside scenarios and stress-test portfolios against historical market crashes. Not the most exciting work, but it's kept our clients from making some costly mistakes during volatile periods in 2024.
How We Track Performance Through The Year
This isn't a set-it-and-forget-it process. Markets change, personal situations shift, and what made sense in January might need rethinking by June.
Q1 Review
Initial Portfolio Assessment
We start each year with a baseline review. Look at what happened over the previous 12 months, check if the client's risk profile has changed, and adjust allocations accordingly. In early 2025, we're seeing more interest in defensive positions as interest rate predictions remain uncertain.
Mid-Year Check
Performance Calibration
Around June or July, we sit down and see if reality matched expectations. Sometimes sectors underperform, sometimes currency movements surprise us. Last year, we rebalanced 38 portfolios during this phase because tech allocations had grown beyond target percentages.
Q4 Planning
Year-End Tax Strategy
October through December is when tax planning becomes critical. We look at gains and losses, consider tax-loss harvesting opportunities, and position portfolios for the following year. This phase saved our clients an average of 47,000 baht in taxes during 2024.
Ongoing
Market Event Response
When significant market events happen, we don't wait for scheduled reviews. Major policy announcements, unexpected economic data, or global events trigger immediate analysis. We reached out to all clients during the August 2024 market volatility with specific guidance for their situations.
Want To Discuss Your Portfolio Numbers?
We're taking on new advisory clients for late 2025. The process starts with a detailed review of your current holdings and a conversation about where you want to be.
Schedule A Review