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 current unrealized overall portfolio profit/loss.

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:

“Chris has the Value Investing gene in him. I have seen his Impressive Investment Analysis in action. I believe that All Value Investors Will Benefit by listening to his insights!” – Justin Tjoa, Co-founder and CEO of Algo Merchant Pte Ltd

“Great guy. Mature for his age and Good Insights. Would Recommend that People Subscribe to His Newsletter – useful!” – Kevin Lim, Associate Director – Portfolio, Strategy and Risk Group at Temasek Holdings

“I’ve been very impressed with Chris as someone who sets goals for himself and works hard to realize each of them. In particular, he’s impressed me with his knowledge of the finance world – particularly Value Investing and Options Selling – and I have found his Investing Newsletter to be Very Informative. He’s also a genuinely pleasant and gracious person – and very grounded – someone I enjoy talking with whenever the opportunity arises. I’m excited to see where life is going to take Chris – what opportunities will come his way – I believe his level of initiative is going to take him far.”- Tom Estad, Academic Director, SUTD-SMU Dual Degree Programme at Singapore Management University