Sunday, 18 August 2013

STI ETF for passive retail investors. What is your total return since 2008? (2)


Just For Thinking ....


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


Let continue with this dollar averaging in STI ETF similuated portfolio.

What is the monthly Total Return since 2008?




By nature, stock market is volatile. STI ETF is the market so be mentally prepared to ride the roller coaster ride across market cycles of Bull and Bear.




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5 comments:

  1. Unknown18 August 2013 at 17:00:00 GMT+8

    Hi uncle cw,

    Just curious, why use total return and not XIRR?
    How about comparing your XIRR since Jan 2008?

    ReplyDelete
    Replies
    1. Createwealth888818 August 2013 at 17:53:00 GMT+8

      Tedious to compute XIRR when one keeps adding capital. LOL!

      Delete
  2. Unknown19 August 2013 at 13:11:00 GMT+8

    Hi uncle cw, I've actually done it for you!

    https://docs.google.com/spreadsheet/ccc?key=0AtcoupwJgDW_dG1FRDRTSmtEcU9JcEliZzFwRFJqa1E

    ReplyDelete
    Replies
    1. CreateWealth888819 August 2013 at 13:41:00 GMT+8

      Total Return= 138% since 2007?

      Total Return = Unrealized P/L + Total Dividends?

      Delete
    2. Unknown19 August 2013 at 18:57:00 GMT+8

      oops, mistake.. forgot to minus 1..

      Total Return 38%

      Delete