Investment Track Records
Equities & Options [Long-Only, Bottom-Up Approach]
Note: The above image shows the investment return performance if you have put your money in S&P 500 and in my united states stock portfolio on 1 March 2015 and took it out end Q2 2018. They are calculated using a net asset value principle taking into account the time-weighted factor. It includes all realized profits from past capital gains, options premiums and dividends and
25 February 2015 was the first day that I put in money in my US brokerage account. The start of the tracking date of my relative annualized investment return is seven days after I first put money in my US stock portfolio brokerage account on 1 March 2017.
This is for ease of tracking as the S&P 500 total return tracking date starts at 1 March 2017 – and do not have 25 February 2017. I used the S&P 500 total return as a benchmark which is inclusive of capital gains and dividends.
Subsequently, the additional deposits date – an important factor in calculating the annualized investment return – are considered in counting the XIRR (relative average annual compounded gain return).
Note: 25 February 2015 was the first day that I put in money in my US brokerage account. The start of the tracking date for my absolute return is the end of Q1 2015 – which is 31 March 2015. They are calculated using a net asset value principle taking into account the time-weighted factor. It includes all realized profits from past capital gains, options premiums and dividends and current unrealized overall portfolio profit/loss.
Absolute return means looking at the total capital invested in my US stock portfolio and comparing it with the current net asset value of the portfolio. Then, looking at the return/loss comparing those two together.
Disclaimer: The figures here are an approximation based on my personal calculation at spot exchange rate at the time of the trade and may not be 100% accurate.
What some people say about me:
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