Since Inception (Including Dividends)
Total Portfolio Unrealized Gain/ Loss: $34,797.75
Total Portfolio Realized Gain/ Loss: $69,603.68
XIRR: 6.05%
Total gain (realized and unrealized) is near all-time high. The highest total gain was achieved back in January 2018. Looking back, the pace of market recovery was swift as my portfolio was still in unrealized lost just 4 months ago. If nothing goes wrong, I am expecting total gain to reach all-time high next month.
STI has increased by almost 10% YTD and it seems like the rally will continue in the short term. The Brexit deadline has also been postponed to Oct so there seems to be no near-term negativity. May is coming and perhaps the "Sell in May and Go Away" effect might take place with people taking profits off the table.
Portfolio Value (excluding Cash and SSBs) ...
