Portfolio (Demo)
Last Updated: 13 Jun 2025 18:22:18 SGT
Update Report Now - Recompute from last update (Typically >1 min)

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 -4.68% 7.28%
2023 11.25% 4.02%
2024 12.56% 22.11%
2025 2.41% 6.27%
Overall 153.02% 88.72%
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 3.60% 3.16%
2023 2.92% 2.76%
2024 3.18% 2.88%
2025 5.13% 5.00%
Overall 4.27% 3.69%
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 -8.36% -7.65%
2024 -8.16% -7.80%
2025 -15.63% -14.33%
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 -1.55% SGD -2,883
2023 11.20% SGD -667.8
2024 12.89% SGD 15,268.2
2025 NA SGD -6,273.3
Overall -15.58% SGD 59,188.6
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 8,058 671.5 109,480 7.36%
2023 SGD 9,967.8 830.65 118,744.23 8.39%
2024 SGD 18,613.8 1,551.15 148,748.82 12.51%
2025 SGD 6,273.3 1,045.55 152,662 8.22%
Total SGD 81,073.4 711.17 - -
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 -7,665 8,013 -15,678
2023 SGD 17,689.8 9,967.8 7,722
2024 SGD 24,783.8 18,613.8 6,170
2025 SGD 4,825.3 6,273.3 -1,448
Overall SGD 151,667.4 93,473.4 58,194
Switch to ExDate Dividends Estimated (based on PayDate)
Year Currency Total Monthly Proj Avg Cost Proj Avg Cost Yield
2025 (Estimated) SGD 12,157.7 1,013.14 152,662 7.96%
2026 (Estimated till end Jun) SGD 5,993.3 998.88 152,662 7.85%
Show Dividends Estimated Monthly Summary

Dividends Estimated Monthly Summary (based on PayDate)
Type Year-Month # PayDate # Dividends Amount
Due/Paid 2025-02 1 1 SGD 450
Due/Paid 2025-03 2 2 SGD 1,217.3
Due/Paid 2025-04 1 1 SGD 1,320
Due/Paid 2025-05 2 3 SGD 2,110
Projected 2025-06 1 1 SGD 1,176
Projected 2025-07 1 1 SGD 200
Projected 2025-08 3 3 SGD 1,375.9
Projected 2025-09 1 1 SGD 1,320
Projected 2025-10 1 1 SGD 200
Projected 2025-11 1 1 SGD 1,179.5
Projected 2025-12 3 3 SGD 1,609
Projected 2026-02 2 2 SGD 1,643.5
Projected 2026-03 1 1 SGD 73.8
Projected 2026-04 1 1 SGD 1,320
Projected 2026-05 2 2 SGD 1,576
Projected 2026-06 2 2 SGD 1,380
Show Dividends Estimated Full Details

Dividends Estimated Details (based on PayDate)
Type Name Shares ExDate PayDate Amount
Paid Frasers Property (TQ5) 10,000 2025-01-23 2025-02-14 SGD 450
Paid MIT (ME8U) 70,000 2025-05-08 2025-06-13 SGD 77
Paid MIT (ME8U) 35,000 2025-05-08 2025-06-13 SGD 1,099
Paid UMS (558) 20,000 2025-05-07 2025-05-23 SGD 400
Paid MIT (ME8U) 35,000 2025-01-31 2025-03-14 SGD 1,193.5
Paid ParkwayLife (C2PU) 1,000 2025-02-12 2025-03-11 SGD 23.8
Paid Raffles Medical (BSL) 2,400 2025-05-13 2025-05-23 SGD 60
Paid DBS (D05) 2,200 2025-04-07 2025-04-16 SGD 1,320
Paid DBS (D05) 2,200 2025-05-16 2025-05-27 SGD 1,650
Announced UMS (558) 20,000 2025-07-09 2025-07-24 SGD 200
Announced Singtel (Z74) 1,000 2025-07-31 2025-08-19 SGD 100
Projected Singtel (Z74) 1,000 2025-11-20 2025-12-10 SGD 89
Projected UMS (558) 20,000 2025-10-10 2025-10-30 SGD 200
Projected Frasers Property (TQ5) 10,000 2026-01-23 2026-02-12 SGD 450
Projected DBS (D05) 2,200 2025-08-15 2025-09-04 SGD 1,320
Projected ParkwayLife (C2PU) 1,000 2026-02-12 2026-03-04 SGD 73.8
Projected MIT (ME8U) 70,000 2026-05-08 2026-05-28 SGD 77
Projected DBS (D05) 2,200 2026-05-16 2026-06-05 SGD 1,320
Projected MIT (ME8U) 35,000 2025-11-06 2025-11-26 SGD 1,179.5
Projected DBS (D05) 2,200 2025-11-14 2025-12-04 SGD 1,320
Projected UMS (558) 20,000 2025-12-04 2025-12-24 SGD 200
Projected ParkwayLife (C2PU) 1,000 2025-08-02 2025-08-22 SGD 75.4
Projected MIT (ME8U) 35,000 2025-08-01 2025-08-21 SGD 1,200.5
Projected Raffles Medical (BSL) 2,400 2026-05-13 2026-06-02 SGD 60
Projected DBS (D05) 2,200 2026-04-07 2026-04-27 SGD 1,320
Projected MIT (ME8U) 35,000 2026-01-31 2026-02-20 SGD 1,193.5
Projected MIT (ME8U) 35,000 2026-05-08 2026-05-28 SGD 1,099
Projected UMS (558) 20,000 2026-05-07 2026-05-27 SGD 400

Loading...




Your Holdings
Dashboard
Portfolio
Options

Tools
Screener
Watchlist
Alerts
Notes
Community
Forum
Blog
YouTube
Shared Portfolios
Shared Screeners

Collab with Brokerages
LongBridge x StocksCafe
Moomoo x StocksCafe
Tiger x StocksCafe

Help
Quickstart Guides
StocksCafe Academy
StocksCafe Youtube Channel

About StocksCafe
Our Story
Send Feedback
Pricing
Market
Singapore
Hong Kong
Tokyo
Kuala Lumpur
United States
London
Shenzhen
Shanghai
Indexes
Singapore Savings Bonds
Singapore T-Bills
CoinGecko
Your Account
Settings
Subscriptions
Referrals
Messages
Profile
YouTube
Server T4

About · FAQs · StocksCafe © 2025 · Privacy · Terms