Portfolio (Demo)
Last Updated: 27 Jan 2023 19:29:15 SGT
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Time-weighted Returns (including Dividends & Fees)
Year Portfolio ES3
2018 26.80% -7.20%
2019 9.91% 9.08%
2020 -32.68% -8.05%
2021 -4.10% 12.92%
2022 15.91% 7.59%
2023 -5.53% 4.08%
Overall -1.48% 17.69%
Monthly Volatility
Year Portfolio ES3
2018 6.40% 3.67%
2019 5.95% 2.71%
2020 8.24% 6.56%
2021 6.03% 3.03%
2022 6.95% 3.16%
2023 4.74% 3.58%
Overall 6.75% 4.07%
Max Drawdown (Time-weighted)
Year Portfolio ES3
2018 -11.58% -15.79%
2019 -20.28% -8.40%
2020 -42.05% -31.65%
2021 -17.10% -5.52%
2022 -18.64% -10.85%
2023 -5.98% -1.46%
Overall -46.30% -33.73%
Edit Baseline Stock
XIRR (including Dividends & Fees) & Capital Flow
Year XIRR Capital Flow
2018 60.88% SGD 3,815.11
2019 6.92% SGD 2,546.66
2020 -32.89% SGD -175.81
2021 -4.09% SGD -93.75
2022 16.43% SGD -143.73
2023 -56.44% SGD 0
Overall -2.98% SGD 5,948.48
Switch to ExDate Dividends Due/Paid (based on PayDate)
Year Currency Total Monthly Avg Cost Avg Cost Yield
2019 SGD 607.54 50.63 7,103.2 8.55%
2020 SGD 175.81 14.65 7,700.24 2.28%
2021 SGD 93.75 7.81 7,485.32 1.25%
2022 SGD 143.73 11.98 7,623.72 1.89%
Total SGD 1,020.83 16.73 - -
Profit & Loss
Year Total P&L Realized P&L
2018 SGD 1,040.43 SGD 600.67
2019 SGD 508.93 SGD 607.54
2020 SGD -2,576.9 SGD 175.81
2021 SGD -207.97 SGD 93.75
2022 SGD 780.03 SGD 143.73
2023 SGD -303.97 SGD 0
Overall SGD -759.46 SGD 1,621.5
Switch to ExDate Dividends Projected (based on PayDate)
Year Currency Total Monthly Proj Avg Cost Proj Avg Cost Yield
2023 (Projected) SGD 134.02 11.17 7,422.95 1.81%
Show Projection Monthly Summary

Dividends Projected Monthly Summary (based on PayDate)
Type Year-Month # PayDate # Dividends Amount
Projected 2023-06 1 1 SGD 75.39
Projected 2023-10 1 1 SGD 58.63
Show Projection Full Details

Dividends Projected Details (based on PayDate)
Type Name Shares ExDate PayDate Amount
Projected Lippo China Resources Ltd (156) 100,000 2023-09-30 2023-10-21 HKD 350
Projected Lippo China Resources Ltd (156) 100,000 2023-06-13 2023-06-24 HKD 450

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