Portfolio (Demo)
Last Updated: 2 Mar 2024 12:12:45 SGT
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Time-weighted Returns (including Dividends & Fees)
Year Portfolio ES3
2016 -2.66% 2.08%
2017 33.79% 21.11%
2018 4.15% -6.63%
2019 27.91% 9.08%
2020 7.61% -8.05%
2021 10.87% 12.57%
2022 -4.07% 7.28%
2023 13.60% 4.02%
2024 -2.24% -2.87%
Overall 120.53% 41.26%
Monthly Volatility
Year Portfolio ES3
2016 5.83% 2.49%
2017 2.56% 2.50%
2018 3.43% 3.63%
2019 2.83% 2.71%
2020 8.48% 6.56%
2021 3.15% 3.04%
2022 3.61% 3.16%
2023 2.76% 2.76%
2024 1.72% 2.72%
Overall 4.28% 3.67%
Max Drawdown (Time-weighted)
Year Portfolio ES3
2016 -8.28% -2.66%
2017 -4.46% -3.27%
2018 -10.62% -15.79%
2019 -5.01% -8.40%
2020 -34.31% -31.65%
2021 -7.49% -5.52%
2022 -14.02% -10.85%
2023 -7.08% -7.65%
2024 -2.37% -3.11%
Overall -34.31% -33.73%
Edit Baseline Stock
XIRR (including Dividends & Fees) & Capital Flow
Year XIRR Capital Flow
2016 -17.56% SGD 59,150
2017 33.85% SGD 36,957
2018 5.26% SGD 28,276
2019 28.18% SGD -9,858
2020 6.88% SGD -53,933.5
2021 10.95% SGD -6,847
2022 -0.80% SGD 27,117
2023 16.56% SGD 123,332.2
2024 -14.81% SGD -1,700.8
Overall 13.04% SGD 202,492.9
Switch to ExDate Dividends Due/Paid (based on PayDate)
Year Currency Total Monthly Avg Cost Avg Cost Yield
2017 SGD 6,443 536.92 102,402.38 6.29%
2018 SGD 7,556 629.67 141,869.16 5.33%
2019 SGD 9,858 821.5 146,850 6.71%
2020 SGD 7,450.5 620.88 122,680.15 6.07%
2021 SGD 6,853 571.08 104,350 6.57%
2022 SGD 9,258 771.5 109,714.48 8.44%
2023 SGD 9,967.8 830.65 319,175 3.12%
2024 SGD 1,700.8 566.93 649,980 1.05%
Total SGD 59,087.1 596.84 - -
Profit & Loss
Year Total P&L Realized Unrealized
2016 SGD -1,575 0 -1,575
2017 SGD 32,476 8,243 24,233
2018 SGD 8,266 14,224 -5,958
2019 SGD 44,588 9,858 34,730
2020 SGD 11,581.5 11,433.5 148
2021 SGD 16,697 6,847 9,850
2022 SGD -6,465 9,213 -15,678
2023 SGD 37,689.8 5,967.8 31,722
2024 SGD -7,783.2 1,700.8 -9,484
Overall SGD 138,595.1 67,487.1 71,108
Switch to ExDate Dividends Estimated (based on PayDate)
Year Currency Total Monthly Proj Avg Cost Proj Avg Cost Yield
2024 (Estimated) SGD 9,315.3 776.27 319,117.93 2.92%
2025 (Estimated till end Mar) SGD 1,700.8 566.93 269,980 2.52%
Show Dividends Estimated Monthly Summary

Dividends Estimated Monthly Summary (based on PayDate)
Type Year-Month # PayDate # Dividends Amount
Due/Paid 2024-02 1 1 SGD 450
Projected 2024-03 1 2 SGD 1,250.8
Projected 2024-04 1 1 SGD 1,080
Projected 2024-05 2 2 SGD 897.6
Projected 2024-06 1 1 SGD 1,165.5
Projected 2024-07 1 1 SGD 868
Projected 2024-08 3 3 SGD 1,110.9
Projected 2024-09 1 1 SGD 318.5
Projected 2024-11 1 1 SGD 960
Projected 2024-12 2 2 SGD 1,214
Projected 2025-02 1 1 SGD 450
Projected 2025-03 1 2 SGD 1,250.8
Show Dividends Estimated Full Details

Dividends Estimated Details (based on PayDate)
Type Name Shares ExDate PayDate Amount
Paid Frasers Property (TQ5) 10,000 2024-01-29 2024-02-16 SGD 450
Due Mapletree Ind Tr (ME8U) 35,000 2024-02-01 2024-03-07 SGD 1,176
Due ParkwayLife Reit (C2PU) 1,000 2024-02-08 2024-03-07 SGD 74.8
Announced Raffles Medical (BSL) 2,400 2024-05-13 2024-05-23 SGD 57.6
Announced DBS (D05) 2,000 2024-04-05 2024-04-19 SGD 1,080
Projected Singtel (Z74) 1,000 2024-11-17 2024-12-08 SGD 52
Projected Frasers Property (TQ5) 10,000 2025-01-29 2025-02-16 SGD 450
Projected ParkwayLife Reit (C2PU) 1,000 2024-08-02 2024-08-30 SGD 72.9
Projected DBS (D05) 2,000 2024-11-14 2024-11-27 SGD 960
Projected Mapletree Ind Tr (ME8U) 35,000 2024-06-01 2024-07-06 SGD 868
Projected Mapletree Ind Tr (ME8U) 35,000 2024-08-02 2024-09-05 SGD 318.5
Projected Mapletree Ind Tr (ME8U) 35,000 2025-02-01 2025-03-07 SGD 1,176
Projected Mapletree Ind Tr (ME8U) 35,000 2024-05-05 2024-06-07 SGD 1,165.5
Projected DBS (D05) 2,000 2024-05-09 2024-05-22 SGD 840
Projected Singtel (Z74) 1,000 2024-08-02 2024-08-17 SGD 78
Projected Mapletree Ind Tr (ME8U) 35,000 2024-11-01 2024-12-05 SGD 1,162
Projected DBS (D05) 2,000 2024-08-11 2024-08-24 SGD 960
Projected ParkwayLife Reit (C2PU) 1,000 2025-02-08 2025-03-07 SGD 74.8

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