Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $58.54K
Total Portfolio Realized Gain
(Including Dividends
): $118.72K
XIRR: 6.86%
Portfolio Market Value
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Portfolio Market Value (excluding Cash and SSBs) |
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The November rally resulted in my total gain comprising of realized and unrealized to reach all-time high. Total portfolio value is also at all-time high including contributions from capital injections. My purchases since March till now has paid off after the market rebounded, with the US election concluding and the news of vaccine made available to the public. On hindsight, if I would have poured all the money in March, it would have made more gains. But psychologically, I felt more comfortable buying at regular intervals and I was making purchases almost on a monthly basis.
In fact, I felt that as long as you are invested this year, you would probably have made some money. US markets are higher than pre-COVID levels, STI has rebounded strongly...