Portfolio (Demo)
Last Updated: 28 Sep 2022 19:16:08 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% 12.92%
2022 -3.32% 2.68%
Overall 100.13% 34.24%
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% 3.03%
2022 3.30% 3.19%
Overall 4.54% 3.85%
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 -11.83% -8.48%
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 -4.34% SGD -5,939.7
Overall 13.77% SGD 47,804.8
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 7,450.5 620.88 122,680.15 6.07%
2021 SGD 6,853 571.08 104,350 6.57%
2022 SGD 5,984.7 664.97 104,350 7.65%
Total SGD 44,145.2 545 - -
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 16,697 SGD 6,847
2022 SGD -5,280.3 SGD 5,939.7
Overall SGD 106,753.2 SGD 56,545.2
Switch to ExDate Dividends Projected (based on PayDate)
Year Currency Total Monthly Proj Avg Cost Proj Avg Cost Yield
2022 (Projected) SGD 7,859.2 654.93 104,350 7.53%
2023 (Projected till end September) SGD 5,984.7 664.97 104,350 7.65%
Show Projection Monthly Summary

Dividends Projected Monthly Summary (based on PayDate)
Type Year-Month # PayDate # Dividends Amount
Due/Paid 2022-01 1 1 SGD 45
Due/Paid 2022-03 1 1 SGD 1,221.5
Due/Paid 2022-04 1 1 SGD 720
Due/Paid 2022-05 2 2 SGD 787.2
Due/Paid 2022-06 1 1 SGD 1,221.5
Due/Paid 2022-08 2 2 SGD 768
Projected 2022-09 1 1 SGD 1,221.5
Projected 2022-11 1 1 SGD 660
Projected 2022-12 1 1 SGD 1,214.5
Projected 2023-01 1 1 SGD 45
Projected 2023-03 1 1 SGD 1,221.5
Projected 2023-04 1 1 SGD 720
Projected 2023-05 2 2 SGD 787.2
Projected 2023-06 1 1 SGD 1,221.5
Projected 2023-08 2 2 SGD 768
Projected 2023-09 1 1 SGD 1,221.5
Show Projection Full Details

Dividends Projected Details (based on PayDate)
Type Name Shares ExDate PayDate Amount
Paid DBS (D05) 2,000 2022-08-15 2022-08-26 SGD 720
Paid Singtel (Z74) 1,000 2021-12-17 2022-01-10 SGD 45
Paid DBS (D05) 2,000 2022-04-08 2022-04-22 SGD 720
Paid Mapletree Ind Tr (ME8U) 35,000 2022-05-05 2022-06-15 SGD 1,221.5
Paid Singtel (Z74) 1,000 2022-08-03 2022-08-18 SGD 48
Paid Mapletree Ind Tr (ME8U) 35,000 2022-08-01 2022-09-09 SGD 1,221.5
Paid DBS (D05) 2,000 2022-05-11 2022-05-25 SGD 720
Paid Mapletree Ind Tr (ME8U) 35,000 2022-02-03 2022-03-15 SGD 1,221.5
Paid Raffles Medical (BSL) 2,400 2022-05-09 2022-05-19 SGD 67.2
Projected DBS (D05) 2,000 2023-04-08 2023-04-22 SGD 720
Projected DBS (D05) 2,000 2023-08-15 2023-08-26 SGD 720
Projected DBS (D05) 2,000 2022-11-12 2022-11-26 SGD 660
Projected Mapletree Ind Tr (ME8U) 35,000 2023-05-05 2023-06-15 SGD 1,221.5
Projected Singtel (Z74) 1,000 2023-08-03 2023-08-18 SGD 48
Projected Raffles Medical (BSL) 2,400 2023-05-09 2023-05-19 SGD 67.2
Projected Mapletree Ind Tr (ME8U) 35,000 2023-08-01 2023-09-09 SGD 1,221.5
Projected DBS (D05) 2,000 2023-05-11 2023-05-25 SGD 720
Projected Singtel (Z74) 1,000 2022-12-17 2023-01-10 SGD 45
Projected Mapletree Ind Tr (ME8U) 35,000 2023-02-03 2023-03-15 SGD 1,221.5
Projected Mapletree Ind Tr (ME8U) 35,000 2022-11-02 2022-12-03 SGD 1,214.5

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