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How do you keep track of your returns?
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At a portfolio level, I use an Excel XIRR spreadsheet to keep track of funds in and out. It calculates the internal rate of return and includes cash holdings.
I showed the XIRR table for STI ETF in the most recent quarterly portfolio update post:
https://thumbtackinvestor.wordpress.com/2017/09/24/fy17q3-sti-tti-is-hot-on-your-heels/
It’s the same for my personal portfolio, just input each time there’s a cash withdrawal or infusion and the XIRR function calculates it automatically.
Separately, I keep track of all transactions in another excel spreadsheet, just for recording purposes. (So that I can remember what’s the ave cost of each of my holding)
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What is the trading platform you use for US stocks ?
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Interactive Brokers mainly.
(IB should start giving me a commission, I lost count of how many times I’ve answered this qn)
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Thank you.
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AUM is your money or consists of others’ as well? Why such a jump from 2011 to 2012?
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Hi John,
AUM is just my personal equity portfolio.
Doesn’t include other joint investments.
Such a big jump cos of my own injection of capital.
TTI
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i think you should compare with the S&P annual returns haha.. S&P was on a long bull run … anyone invested in it could have done better than your portfolio..
STI is “weird” in the sense that a lot of the constituent stocks have cycles .. they don’t go up up up like big cap US stocks.
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once the bear kicks in SG, it will rewind the gains for the past 10 yrs for many of the stocks here … for US, probably only for past 5 yrs or so..
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That, I’m not too sure about.
Neither are you actually.
Nobody knows for sure.
I don’t think the guys back during the start of 1929, truly appreciated how severe the Great Depression would be, until it got well underway and reality hit them.
TTI
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nobody can know for sure .. i used history as a guide .. many local popular stocks including DBS took 10 yrs after the 08 crisis to recover to the peak .. (even STI as well) some haven’t yet .. god knows whether they will eventually recover .. so if you’re invested just before the bear kicks in .. good luck .
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Yes, I think so.
S&P returns for recent time periods, would likely have done better than my portfolio.
Probably better than the vast majority of fund managers as well.
In fact, probably better than the vast majority of anyone I know.
But that’s because S&P has been in a secular great bull run. There’d always be a market that’s going crazy for a few years.
So what happens if S&P drops 40% for the next 2 years? Do we then say hey look, say Topix has done much better. “Anyone who has invested in Topix would’ve done better”.
So the key is to stick to 1 logical benchmark, and compare to it consistently isn’t it?
My rationale for choosing STI is because this is my LOCAL equities portfolio. Of course I compare it to STI.
I didn’t bother to post anything regarding my US equities, save for some data on Options, but if my portfolio consists of mostly US equities, then perhaps it makes sense to benchmark it to S&P.
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S&P is the de facto index … if S&P drops 40% .. i think most stocks will drop by at least that much .. just look at the recent correction. Regardless of whether we like it or not, the whole world’s markets are dependent on S&P.
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Hi, saw that u are holding alliance minerals. It has been suspended for 1 week without any news. Getting worried and the suspense really getting me! I hope its not some bad news.
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Hi
Alliance keeps getting suspended.
There’s no point worrying right now, the news can be anything really, both good, bad or even a non event.
TTI
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Hi TTI,
Just noticed that you have stopped updating your Past Transactions. The last post was in April 2018.
Just curious if there is any specific reason you have done so.
Regards,
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Yea, a very specific one:
Laziness.
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lol, plus most of my activities have been in the US markets of late.
I’d try to update the transaction records soon.
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Cool…just that keeping track of returns would be quiet instructive to all of us who frequent your blog :)
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Think only thing of note is that I’ve been paring down my stake in BBR.
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