*Official* SGXcafe Thread

Gnoixed

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Day Change = (+0.98%)
P&L = (-0.87%)
P&L + Dividends = (-0.65%)
P&L + Dividends + Closed = (+1.95%)
 

dixie pig

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Hi everyone, I understand that there is a way to see the Annualised Profit & Loss + Dividends Percentage (A.P&L+Div%) for each line item in the portfolio, but is there a way to see the A.P&L+Div% for the Overall Portfolio? Thanks in advance!
 
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thevaluefund

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Total in SGD
Cost = 705,331.069, Current Value = 853,115.96, Cash Holdings = 0.0
Day Change = +1,290.277 (+0.15%)
P&L = +147,784.89 (+20.95%)
P&L + Dividends = +321,387.76 (+45.57%)
P&L + Dividends + Closed = +475,736.83 (+67.45%)
 

dolph001

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Hi everyone, I understand that there is a way to see the Annualised Profit & Loss + Dividends Percentage (A.P&L+Div%) for each line item in the portfolio, but is there a way to see the A.P&L+Div% for the Overall Portfolio? Thanks in advance!

Use CAGR formula on your total time weighted returns
 

Gnoixed

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Day Change = (-0.03%)
P&L = (-0.90%)
P&L + Dividends = (-0.68%)
P&L + Dividends + Closed = (+1.92%)
 

thevaluefund

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Red day.

Total in SGD
Cost = 705,611.835, Current Value = 856,228.544, Cash Holdings = 0.0
Day Change = -1,377.325 (-0.16%)
P&L = +150,616.71 (+21.35%)
P&L + Dividends = +324,251.43 (+45.95%)
P&L + Dividends + Closed = +478,638.05 (+67.83%)
 
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