Saturday, October 30, 2021

Portfolio Snapshot - CAGR Oct 2021

 

 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 column 'cagr_benchmark_status' shows yes if we beat the benchmark. The more 'Yes' the better. Not very impressive here, mainly due to the effects of the covid-19.

The column 'returns_one_year' shows the returns in the past one year. Mostly positive, which is not surprising since last year 2020 was the covid year.

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


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