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Calculating Portfolio Performance vs STI using Unit Value Pricing
By Moneytalk  •  April 27, 2020
This circuit breaker has given me plenty of time and I have finally managed to compute my portfolio performance vs the index. I have been keeping track of every single stock transactions that I have made ever since I bought my 1st stock. The recent plunge in the market made me ponder that if I am spending quite a fair bit of time and effort to research stocks but I can't beat the index, I might be better off investing in the index funds.

As such, I decided to calculate my portfolio performance vs the index and I have been spending the past few nights to calculate the transactions for the past 10 years.

The calculation method used is the 'Unit Value Pricing' method. I first came across this method in the Valuebuddies (previously known as Wall Straits). There's still some old posts back in 2011 found here.

I've also found a reference...
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By Moneytalk
Keeping it light and serving as a diary as well on his journey towards financial freedom, Kay blogs all matters pertaining to money, especially in Singapore, where the cost of living is one of the highest in the world.
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