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2017 Was A Better Year
By Yaruzi's Learn 2 Live  •  January 6, 2018
I was comparing the total portfolio value according to my personal spreadsheets vs the total portfolio value in my POEMS statements and found a significant difference in amount reported. POEMS statements showed a higher total portfolio value compared to my own spreadsheets. I had to go through the numbers again to find where the difference came from. Apparently I made a few mistakes when updating the portfolio since October 2017, as I forgot to update the increase in quantity of Fullterton Short Term Interest Rate Fund C. I also overstated total fresh fund added into portfolio, which was $88,000 instead of $90,000. Correcting all the numbers since October, it turned out the portfolio performance in 2017 was better than 2016. Return YTD for 2017 was a respectable 8.29%, XIRR for 2017 was 8.89%, and XIRR since inception was 7.49%. Final portfolio value was $642,482.65 and the ......
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By Yaruzi's Learn 2 Live
I live in Singapore with my wonderful wife and 2 kids. My wife is a stay-home mom, while I'm the sole breadwinner. I work as an engineer. I started investing in unit trust in July 2012. I was 36 years old then. My goal was to build assets and passive income for my retirement. I'm particularly interested in dividend investing, and I intend to build my own dividend portfolio.
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