Portfolio (Demo)
Last Updated: 1 Jul 2025 13:16:19 SGT
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Time-weighted Returns (including Dividends & Fees)
Year Portfolio ES3
2016 9.91% 3.93%
2017 43.99% 21.11%
2018 31.29% -6.63%
2019 24.18% 9.08%
2020 47.00% -8.05%
2021 11.80% 12.57%
2022 -47.37% 7.28%
2023 70.61% 4.02%
2024 47.01% 22.11%
2025 -2.01% 7.41%
Overall 448.46% 94.21%
Monthly Volatility
Year Portfolio ES3
2016 4.81% 3.18%
2017 5.84% 2.50%
2018 9.35% 3.63%
2019 5.06% 2.71%
2020 9.72% 6.56%
2021 5.60% 3.04%
2022 10.71% 3.16%
2023 6.75% 2.76%
2024 6.56% 2.88%
2025 9.18% 4.79%
Overall 7.61% 3.66%
Max Drawdown (Time-weighted)
Year Portfolio ES3
2016 -12.57% -6.42%
2017 -11.41% -3.27%
2018 -32.57% -15.79%
2019 -11.62% -8.40%
2020 -22.56% -31.65%
2021 -9.23% -5.52%
2022 -49.16% -10.85%
2023 -12.68% -7.65%
2024 -17.28% -7.80%
2025 -29.85% -14.33%
Overall -52.30% -33.73%
Edit Baseline Stock
XIRR (including Dividends & Fees) & Capital Flow
Year XIRR Capital Flow
2016 13.00% SGD 40,596.3
2017 49.64% SGD -21,194.62
2018 31.46% SGD 14,168.24
2019 22.70% SGD 12,358.92
2020 47.05% SGD -519.51
2021 11.20% SGD 18,729.44
2022 -47.67% SGD -670.15
2023 71.71% SGD -540.99
2024 47.11% SGD -903.42
2025 -4.89% SGD 9,109.52
Overall 18.44% SGD 71,133.73
Switch to ExDate Dividends Due/Paid (based on PayDate)
Year Currency Total Monthly Avg Cost Avg Cost Yield
2019 SGD 923.15 76.93 59,585.64 1.55%
2020 SGD 515.91 42.99 61,272.17 0.84%
2021 SGD 510.33 42.53 70,816.97 0.72%
2022 SGD 666.23 55.52 79,986.46 0.83%
2023 SGD 537.95 44.83 77,965.73 0.69%
2024 SGD 994.94 82.91 77,805.11 1.28%
2025 SGD 716.28 119.38 84,975.76 1.69%
Total SGD 4,864.78 42.67 - -
Profit & Loss
Year Total P&L Realized Unrealized
2016 SGD 4,021.07 0 4,021.07
2017 SGD 15,640.47 13,477.61 2,162.86
2018 SGD 12,914.36 654 12,260.36
2019 SGD 17,520.39 769.55 16,750.84
2020 SGD 45,025.74 398.74 44,627
2021 SGD 16,806.8 401.34 16,405.46
2022 SGD -83,578.85 546.48 -84,125.33
2023 SGD 64,998.58 429.32 64,569.26
2024 SGD 73,459.19 744.43 72,714.76
2025 SGD -5,764.91 686.02 -6,450.93
Overall SGD 161,042.84 18,107.49 142,935.35
Switch to ExDate Dividends Estimated (based on PayDate)
Year Currency Total Monthly Proj Avg Cost Proj Avg Cost Yield
2025 (Estimated) SGD 1,049.14 87.43 87,960.93 1.19%
2026 (Estimated till end Jul) SGD 678.48 96.93 90,076.79 1.29%
Show Dividends Estimated Monthly Summary

Dividends Estimated Monthly Summary (based on PayDate)
Type Year-Month # PayDate # Dividends Amount
Due/Paid 2025-01 1 1 SGD 70.35
Due/Paid 2025-03 2 2 SGD 88.19
Due/Paid 2025-04 1 1 SGD 71.06
Due/Paid 2025-05 2 2 SGD 291.19
Due/Paid 2025-06 2 2 SGD 86.95
Projected 2025-07 1 1 SGD 68.58
Projected 2025-09 2 2 SGD 143.85
Projected 2025-10 2 2 SGD 87.61
Projected 2025-12 2 2 SGD 141.37
Projected 2026-01 2 2 SGD 87.61
Projected 2026-03 1 1 SGD 60.25
Projected 2026-04 3 3 SGD 296.72
Projected 2026-06 2 2 SGD 141.97
Projected 2026-07 2 2 SGD 91.92
Show Dividends Estimated Full Details

Dividends Estimated Details (based on PayDate)
Type Name Shares ExDate PayDate Amount
Paid PepsiCo Inc (PEP) 50 2025-03-07 2025-03-31 USD 67.75
Due Essex Property Trust (ESS) 30 2025-06-30 2025-07-15 USD 77.1
Paid PepsiCo Inc (PEP) 50 2025-06-06 2025-06-30 USD 71.12
Paid Essex Property Trust (ESS) 30 2025-03-31 2025-04-15 USD 77.1
Paid Essex Property Trust (ESS) 30 2025-01-02 2025-01-15 USD 73.5
Paid Meta Platforms Inc (META) 50 2025-03-14 2025-03-26 USD 26.25
Paid iShares MSCI World Quality Div (WQDV) 700 2025-05-15 2025-05-29 USD 61.95
Paid Cathay Airways (293) 2,869 2025-04-01 2025-05-08 HKD 1,405.81
Paid Meta Platforms Inc (META) 50 2025-06-16 2025-06-26 USD 26.25
Projected Meta Platforms Inc (META) 50 2026-06-16 2026-07-06 USD 26.25
Projected PepsiCo Inc (PEP) 50 2026-03-07 2026-03-27 USD 67.75
Projected iShares MSCI World Quality Div (WQDV) 700 2025-11-14 2025-12-04 USD 63.84
Projected PepsiCo Inc (PEP) 50 2025-09-06 2025-09-26 USD 67.75
Projected Essex Property Trust (ESS) 30 2026-06-30 2026-07-20 USD 77.1
Projected Cathay Airways (293) 2,869 2026-04-01 2026-04-21 HKD 1,405.81
Projected Essex Property Trust (ESS) 30 2026-01-02 2026-01-22 USD 73.5
Projected Essex Property Trust (ESS) 30 2025-09-30 2025-10-20 USD 73.5
Projected Cathay Airways (293) 2,869 2025-09-04 2025-09-24 HKD 573.8
Projected iShares MSCI World Quality Div (WQDV) 700 2026-05-15 2026-06-04 USD 61.95
Projected Essex Property Trust (ESS) 30 2026-03-31 2026-04-20 USD 77.1
Projected Meta Platforms Inc (META) 50 2026-03-14 2026-04-03 USD 26.25
Projected Meta Platforms Inc (META) 50 2025-12-16 2026-01-05 USD 25
Projected PepsiCo Inc (PEP) 50 2026-06-06 2026-06-26 USD 71.12
Projected Meta Platforms Inc (META) 50 2025-09-16 2025-10-06 USD 25
Projected PepsiCo Inc (PEP) 50 2025-12-06 2025-12-26 USD 67.75

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