Updated: 10th November 2021

The live portfolio was initially funded with SGD 500,000 in 2020. The amount was top up to USD 1,000,000 in 2021 to give it a nice round number.

The percentage return is calculated based on the injected capital at that moment of time.

Annual Increment:

The annual return on a yearly basis is as presented below

Compounded Basis:

The more appropriate way to evaluate long term investment result would be on a compounded and multi-year basis.

If you are keen to know more about our philosophy, please go to Portfolio Construction.

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