Saturday, 17 August 2013

STI ETF for passive retail investors. What is your total return since 2008?



Just For Thinking ....



STI ETF for passive retail investors!!!

You have been buying 1 lot of STI ETF at every first trading day of the month since 2008, what is your total return as of 16 Aug 2013?



Total Return = Unrealized P/L + Total Dividends Received



Here is what Uncle8888 has simulated:


Total Return (Jan 2008 - 16 Aug 2013 market closing price of STI ETF) = 20.1%

Annualised Total Return is about 4%

Happy???








3 comments:

  1. I don't understand - is 4% considered a lot? it seems quite little, and when I look at unit trusts, some of them have high double-digit growth. am I missing something?

    ReplyDelete
    Replies
    1. Passive retail investors are more likely to compare it with Bank's Fixed Deposit rate.

      May be not too bad.

      :-)

      Delete
  2. What would the return look like if you invested a fixed some into STI ETF (instead of 1 lot) ?

    ReplyDelete