Portfolio Performance

ROI TABLE.jpg

XIRR:

YEAR SG TTI STI ETF AUM (SGD)
2011 11.07% -20.20% $ 177,261.24
2012 17.96% 22.00% $ 539,304.23
2013 9.47% 3.01% $ 641,548.63
2014 12.23% 8.14% $ 856,646.78
2015 -34.42% -10.60% $ 788,569.97
2016 4.24% 2.87% $ 943,815.80
2017 19.12% 21.69% $ 1,295,279.61
1Q2018 6.22% 4.01% $ 1,462,273.22

Current Portfolio:

STOCK VESTED PRICE SHARES
Alliance Mineral Assets $0.388 200,000
BBR Holdings $0.231 1,100,000
Q&M Dental $0.597 60,000
Geo Energy Resources $0.168 600,000
Dutech Holdings $0.286 786,300
Bonds $ XXX,XXX
US Equities US$ 312,112.98

*Includes dividends, brokerage fees and all other related transaction costs

Updated: 20th May 2018

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