Saturday, October 15, 2016

Portfolio Snapshot - CAGR

Here's a snapshot of my current portfolio:
















The column 'cagr' represents the compound annual growth rate of that stock.

The column 'cagr_inc_div_drp' shows the compound annual growth rate including dividends paid out and additional stocks obtained through distribution reinvestment plans.

The column 'cagr_benchmark' shows the compound annual growth rate of the benchmark. The benchmark is the SPDR STI ETF, stock code 'ES3'.

The last column 'cagr_benchmark_status' shows yes if we beat the benchmark. The more 'Yes' the better.

The columns 'cagr', 'cagr_inc_div_drp', and 'cagr_benchmark' are shown in percentages.

This was done using Python and Pandas Dataframes. Cool?

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