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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