SGXCafe is a great portfolio management website for me
(although I do my own excel spreadsheets to track as well). However, there was always something that bugged me.
There is a time weighted return benchmark of my portfolio vs the STI ETF, however, for XIRR there was none.
So I was bored and all and decided to create 3 separate portfolios of STI ETF,
- Bought on the closing price on 10Nov14 (the day I started)
- Buying 100 shares each time on the 18th of the month (this was a mistake in entry, but since I generated it already, might as well)
- Using DCA on the 18th of the month (simulating if I would go through POEMS Share Builder program for the ETF with $1000/mth)
Some things to note:
- If 18th of the month is not a trading day, the next working day will be used
- There's a bit of ...
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