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Latest Article: SC Weekly (29 Nov Week)

Portfolio (Demo)
Last Updated: 9 Dec 2021 19:15:54 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 12.24% 13.10%
Overall 121.08% 32.79%
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 2.67% 3.09%
Overall 3.54% 3.96%
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 -7.49% -5.52%
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 10.79% SGD -6,802
Overall 16.02% SGD 53,789.5
Switch to PayDate Dividends Due/Paid (based on ExDate)
Year Currency Total Monthly Avg Cost Avg Cost Yield
2017 SGD 6,443 536.92 102,357.88 6.29%
2018 SGD 7,624 635.33 141,714.48 5.38%
2019 SGD 9,858 821.5 146,850 6.71%
2020 SGD 7,433.5 619.46 122,564.29 6.06%
2021 SGD 6,802 566.83 104,350 6.52%
Total SGD 38,160.5 530.01 - -
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 15,242 SGD 6,802
Overall SGD 110,578.5 SGD 50,560.5
Switch to PayDate Dividends Projected (based on ExDate)
Year Currency Total Monthly Proj Avg Cost Proj Avg Cost Yield
2021 (Projected) SGD 6,847 570.58 104,350 6.56%
2022 (Projected till end November) SGD 6,802 618.36 104,350 7.11%
Show Projection Monthly Summary

Dividend Type Definitions
Dividends Projected Monthly Summary (based on ExDate)
Type Year-Month # ExDate # Dividends Amount
Due/Paid 2021-02 1 1 SGD 1,148
Due/Paid 2021-04 1 1 SGD 360
Due/Paid 2021-05 3 4 SGD 2,336.5
Due/Paid 2021-08 3 3 SGD 1,083
Due/Paid 2021-11 2 2 SGD 1,874.5
Projected 2021-12 1 1 SGD 45
Projected 2022-02 1 1 SGD 1,148
Projected 2022-04 1 1 SGD 360
Projected 2022-05 3 4 SGD 2,336.5
Projected 2022-08 3 3 SGD 1,083
Projected 2022-11 2 2 SGD 1,874.5
Show Projection Full Details

Dividend Type Definitions
Dividends Projected Details (based on ExDate)
Type Name Shares ExDate PayDate Amount
Paid DBS (D05) 2,000 2021-04-07 2021-05-24 SGD 360
Paid Mapletree Ind Tr (ME8U) 35,000 2021-02-05 2021-03-08 SGD 1,148
Paid Mapletree Ind Tr (ME8U) 35,000 2021-05-06 2021-06-08 SGD 1,155
Paid DBS (D05) 2,000 2021-11-12 2021-11-26 SGD 660
Paid Raffles Medical (BSL) 2,400 2021-05-10 2021-05-20 SGD 48
Paid Mapletree Ind Tr (ME8U) 35,000 2021-08-03 2021-09-03 SGD 399
Paid Singtel (Z74) 1,000 2021-08-04 2021-08-18 SGD 24
Paid DBS (D05) 2,000 2021-08-13 2021-08-26 SGD 660
Paid DBS (D05) 2,000 2021-05-10 2021-06-25 SGD 360
Paid Mapletree Ind Tr (ME8U) 35,000 2021-05-28 2021-06-28 SGD 773.5
Paid Mapletree Ind Tr (ME8U) 35,000 2021-11-02 2021-12-03 SGD 1,214.5
Announced Singtel (Z74) 1,000 2021-12-17 2022-01-10 SGD 45
Projected DBS (D05) 2,000 2022-04-07 2022-05-24 SGD 360
Projected Mapletree Ind Tr (ME8U) 35,000 2022-05-06 2022-06-08 SGD 1,155
Projected Mapletree Ind Tr (ME8U) 35,000 2022-02-05 2022-03-08 SGD 1,148
Projected Mapletree Ind Tr (ME8U) 35,000 2022-08-03 2022-09-03 SGD 399
Projected DBS (D05) 2,000 2022-11-12 2022-11-26 SGD 660
Projected Raffles Medical (BSL) 2,400 2022-05-10 2022-05-20 SGD 48
Projected DBS (D05) 2,000 2022-08-13 2022-08-26 SGD 660
Projected DBS (D05) 2,000 2022-05-10 2022-06-25 SGD 360
Projected Mapletree Ind Tr (ME8U) 35,000 2022-11-02 2022-12-03 SGD 1,214.5
Projected Mapletree Ind Tr (ME8U) 35,000 2022-05-28 2022-06-28 SGD 773.5
Projected Singtel (Z74) 1,000 2022-08-04 2022-08-18 SGD 24
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