Shares & Derivatives
Review of 2015 Investment Performance
By Dr Wealth  •  January 13, 2016
BigFatPurse tracks two model portfolios and a real money portfolio. We will take this opportunity to review the performance in 2015.

STI ETF

Being a Straits Times Index (STI) Exchange Traded Fund (ETF) advocate, we have created a model portfolio to simulate a dollar cost averaging investment plan and tracked its returns. The model assumed a regular investment of S$500 per month, buying into STI ETF at the prevailing prices. Dividends were reinvested to buy more ETF in the following month, in addition to the S$500. It started on 2008. Over the course of 8 years, a total of S$47,500 have been invested. The profits made were S$5,178, and this means the compounded annual rate was 2.6%. This isn’t a fantastic number considering the CPF Ordinary Account was offering 2.5% per year. A lot more was expected from the stock market. The unusually low returns from STI ETF was due to two ......
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By Dr Wealth
Dr Wealth provides trusted financial education to individuals. We teach researched and actionable investment methods so that our graduates are successful in their investment journey and achieve market-beating returns.
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