I started serious Investing Journey in Jan 2000 to create wealth through long-term investing and short-term trading; but as from April 2013 my Journey in Investing has changed to create Retirement Income for Life till 85 years old in 2041 for two persons over market cycles of Bull and Bear.

Since 2017 after retiring from full-time job as employee; I am moving towards Investing Nirvana - Freehold Investment Income for Life investing strategy where 100% of investment income from portfolio investment is cashed out to support household expenses i.e. not a single cent of re-investing!

It is 57% (2017 to Aug 2022) to the Land of Investing Nirvana - Freehold Income for Life!


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This blog is authored by an old multi-bagger blue chips stock picker uncle from HDB heartland!

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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

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