Portfolio Snapshot - CAGR and Breakeven Price Nov 202

Here's a snapshot of my current SGP 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 column 'returns_one_year' shows the returns in the past year.

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

Here's a comparison of the stats with previous years:

                            

For this year 2024, 12 out of my 20 stocks managed to beat the benchmark. 

Here's another snapshot of my portfolio based on the breakeven price:

The column 'price' indicates the current price of the stock.

The column 'breakeven_price' indicates the breakeven price of the stock with dividends and stocks from the distribution reinvestment plan included. As long as the price of the stock is above the breakeven price, I can sell the stock for a profit.

The column 'breakeven_price_status' indicates if the stock price is above the breakeven price.

Here's a comparison of the stats with previous years:

Out of the 20 stocks I hold, I managed to break even 15 of them. 

Here are the returns of my portfolio versus the benchmark:

Importantly, I beat the benchmark (portfolio 5.7% versus benchmark 2.49%).

2024 can be considered a better year than 2023. This year's theme is geopolitical tensions between China and US. Wars in Ukraine, Gaza, Lebanon. Donald Trump just recently got re-elected as POTUS for a 2nd term. Time will tell how things will turn out.