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Portfolio (Demo)
Last Updated: 25 Sep 2021 08:01:32 SGT
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Time-weighted Returns (including Dividends & Fees)
Year Portfolio ES3
2016 5.81% 3.52%
2017 27.26% 21.11%
2018 -0.38% -6.63%
2019 26.21% 9.08%
2020 16.36% -8.05%
2021 10.92% 9.80%
Overall 118.48% 28.91%
Monthly Volatility
Year Portfolio ES3
2016 4.17% 2.27%
2017 1.96% 2.50%
2018 2.55% 3.63%
2019 2.16% 2.71%
2020 6.28% 6.56%
2021 2.72% 3.19%
Overall 3.57% 4.00%
Max Drawdown (Time-weighted)
Year Portfolio ES3
2016 -4.19% -2.66%
2017 -5.88% -3.27%
2018 -9.71% -15.79%
2019 -3.32% -8.40%
2020 -22.45% -31.65%
2021 -4.82% -4.45%
Overall -22.45% -33.73%
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XIRR (including Dividends & Fees) & Capital Flow
Year XIRR Capital Flow
2016 -17.56% SGD 59,150
2017 34.04% SGD 36,957
2018 5.32% SGD 28,276
2019 28.30% SGD -9,858
2020 6.91% SGD -53,933.5
2021 12.22% SGD -4,927.5
Overall 16.37% SGD 55,664
Switch to ExDate Dividends Due/Paid (based on PayDate)
Year Currency Total Monthly Avg Cost Avg Cost Yield
2017 SGD 6,443 536.92 102,357.88 6.29%
2018 SGD 7,556 629.67 141,714.48 5.33%
2019 SGD 9,858 821.5 146,850 6.71%
2020 SGD 7,450.5 620.88 122,564.29 6.08%
2021 SGD 4,978.5 553.17 104,350 6.36%
Total SGD 36,286 525.88 - -
Profit & Loss
Year Total P&L Realized P&L
2016 SGD -1,575 SGD 0
2017 SGD 32,476 SGD 8,243
2018 SGD 8,266 SGD 14,224
2019 SGD 44,588 SGD 9,858
2020 SGD 11,581.5 SGD 11,433.5
2021 SGD 13,285.5 SGD 4,927.5
Overall SGD 108,622 SGD 48,686
Switch to ExDate Dividends Projected (based on PayDate)
Year Currency Total Monthly Proj Avg Cost Proj Avg Cost Yield
2021 (Projected) SGD 6,425 535.42 104,350 6.16%
2022 (Projected till end August) SGD 4,579.5 572.44 104,350 6.58%
Show Projection Monthly Summary

Dividend Type Definitions
Dividends Projected Monthly Summary (based on PayDate)
Type Year-Month # PayDate # Dividends Amount
Due/Paid 2021-01 1 1 SGD 51
Due/Paid 2021-03 1 1 SGD 1,148
Due/Paid 2021-05 2 2 SGD 408
Due/Paid 2021-06 3 3 SGD 2,288.5
Due/Paid 2021-08 2 2 SGD 684
Projected 2021-09 1 1 SGD 399
Projected 2021-10 1 1 SGD 12
Projected 2021-12 2 2 SGD 1,434.5
Projected 2022-01 1 1 SGD 51
Projected 2022-03 1 1 SGD 1,148
Projected 2022-05 2 2 SGD 408
Projected 2022-06 3 3 SGD 2,288.5
Projected 2022-08 2 2 SGD 684
Show Projection Full Details

Dividend Type Definitions
Dividends Projected Details (based on PayDate)
Type Name Shares ExDate PayDate Amount
Paid Raffles Medical (BSL) 2,400 2021-05-10 2021-05-20 SGD 48.0
Paid DBS (D05) 2,000 2021-05-10 2021-06-25 SGD 360.0
Paid Mapletree Ind Tr (ME8U) 35,000 2021-05-28 2021-06-28 SGD 773.5
Paid Singtel (Z74) 1,000 2021-08-04 2021-08-18 SGD 24.0
Paid Mapletree Ind Tr (ME8U) 35,000 2021-08-03 2021-09-03 SGD 399.0
Paid Singtel (Z74) 1,000 2020-11-26 2021-01-15 SGD 51.0
Paid DBS (D05) 2,000 2021-04-07 2021-05-24 SGD 360.0
Paid Mapletree Ind Tr (ME8U) 35,000 2021-02-05 2021-03-08 SGD 1148.0
Paid DBS (D05) 2,000 2021-08-13 2021-08-26 SGD 660.0
Paid Mapletree Ind Tr (ME8U) 35,000 2021-05-06 2021-06-08 SGD 1155.0
Projected Mapletree Ind Tr (ME8U) 35,000 2022-05-28 2022-06-28 SGD 773.5
Projected Raffles Medical (BSL) 2,400 2021-09-28 2021-10-07 SGD 12.0
Projected DBS (D05) 2,000 2022-05-10 2022-06-25 SGD 360.0
Projected DBS (D05) 2,000 2022-04-07 2022-05-24 SGD 360.0
Projected Raffles Medical (BSL) 2,400 2022-05-10 2022-05-20 SGD 48.0
Projected Mapletree Ind Tr (ME8U) 35,000 2021-11-03 2021-12-01 SGD 1074.5
Projected Singtel (Z74) 1,000 2021-11-26 2022-01-15 SGD 51.0
Projected Mapletree Ind Tr (ME8U) 35,000 2022-05-06 2022-06-08 SGD 1155.0
Projected DBS (D05) 2,000 2021-11-12 2021-12-29 SGD 360.0
Projected DBS (D05) 2,000 2022-08-13 2022-08-26 SGD 660.0
Projected Mapletree Ind Tr (ME8U) 35,000 2022-02-05 2022-03-08 SGD 1148.0
Projected Singtel (Z74) 1,000 2022-08-04 2022-08-18 SGD 24.0
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