Subscribe to RSS feed Annualized Dividends and P&L For Your Portfolio

By evankoh posted on 18 Jul 2016  -  39,253 views


Many features that you see in SGXcafe are requests made by users. I appreciate feedback and feature requests from users, and do my best to make it happen whenever possible. Therefore, if there is any feature that you wish to see in SGXcafe, feel free to let me know!

This weekend, I spent some time working on adding new columns (e.g. annualized dividends % and annualized P&L %) to current portfolio and closed positions, as requested by users.

The new columns tell you how much dividends and P&L you have made from a particular stock or transaction on an annualized basis. I believe it would be useful in at least two situations:

1) For stocks that you have held for numerous years, you will be able to see the annualized dividends % and annualized P&L % that they are generating for you.

2) Having annualized dividends % and annualized P&L % would also allow you to compare various stocks that you might have held for different amounts of time more fairly.

Some users might be overwhelmed by the increasing number of columns in the current portfolio. Please remember that you can always easily personalize the columns displayed here.

I would love to hear how this new information helps you in your investment journey.

Happy investing!


Like
6 likes
2 comments

rolanto - Hi, is it possible to add a summation of total dividends collected over the years? under your dividend tab, it shows dividend collected per year. It will be good, it shows the total amount as well.

thankyou
18 Jul 2016 12:45:21

evankoh - Done :)
18 Jul 2016 17:08:03



Next Article > < Previous Article
Download SGXcafe iOS App Now! Improved Screener and Other Updates



List All Articles Other articles by evankoh

SGXcafe's Own Forum!
Several users have independently suggested that SGXcafe should have its own forum. Hence, I spent the last week building it and I am excited to share that the forum is live and ready for use! For a forum to be successful, it requires the active participation of the community. Currently, SGXcafe has several tens of thousand visitors every month, of which several thousands are heavy users of SGXcafe. ...

Upcoming AGMs
In the next few months, there will be many AGMs for shareholders to attend to learn more about the recent financials and future plans of the company. As some users have suggested, it would be nice to have a venue to learn when and where these AGMs are happening. And perhaps more interestingly, to be able to share thoughts, consolidate questions, or simply to know who else would be attending them. Therefore, ...

Current Cost vs Total Cost vs Max Deployed Capital
Recently, I have changed how the "P&amp;L + Dividends + Closed" percentage was computed, from being based on "Current Cost" to "Total Cost" (read more about it in this article). However, several users have reached out and suggested that to base the "P&amp;L + Dividends + Closed" percentage on "Total Cost" would penalize users who trade more frequently. Upon further discussions, we came up with "Max ...