tag:blogger.com,1999:blog-6025037118864383396.post8867449454399251275..comments2023-06-10T17:08:57.683+08:00Comments on Unintelligent Nerd: Year 2017 Portfolio Performance and Dividend IncomeUnintelligent Nerdhttp://www.blogger.com/profile/17797052565143872922noreply@blogger.comBlogger26125tag:blogger.com,1999:blog-6025037118864383396.post-45796640742457096602018-01-02T08:25:06.011+08:002018-01-02T08:25:06.011+08:00Haha, ya can die if start from scratch.
But thank...Haha, ya can die if start from scratch.<br /><br />But thanks anyway :)<br /><br />Hope I can get closer to your performance too :)Azraelhttps://www.blogger.com/profile/00870868109481294755noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-71418066667659804992018-01-02T07:34:19.582+08:002018-01-02T07:34:19.582+08:00Hi Sleepydevil,
Happy New Year to you too!
My ca...Hi Sleepydevil,<br /><br />Happy New Year to you too!<br /><br />My cash position could do better. =/<br /><br />Rolf is 50% cash while SI is like 80% cash?Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-8554121287701764262018-01-01T23:58:44.568+08:002018-01-01T23:58:44.568+08:00Hi UN,
Happy New Year! And congratulations on you...Hi UN,<br /><br />Happy New Year! And congratulations on your returns for 2017! As usual, I love your cash position you hold there. All the best to you in 2018 and looking forward towards more updates from you ! sleepydevilhttps://www.blogger.com/profile/03214790983822461454noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-79465546750175023782018-01-01T21:41:07.170+08:002018-01-01T21:41:07.170+08:00Sure sure. Me ok. U take ur time.
Thank q very muc...Sure sure. Me ok. U take ur time.<br />Thank q very much :)<br /><br />CheersSyhttps://www.blogger.com/profile/15022196252621641525noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-88919021200988384352018-01-01T19:40:47.129+08:002018-01-01T19:40:47.129+08:00I note down the USD/SGD exchange rate at the point...I note down the USD/SGD exchange rate at the point of conversion/purchase of US securities. <br /><br />But to reconvert them back to SGD and to use them as inputs for XIRR.....that one can die ah. Too many transactions to do it manually, LOL!<br /><br />Thanks for the suggestion. I'll try to think of some way to automate the conversion in future postings.<br /><br />Cheers!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-52815865175213660092018-01-01T17:50:26.497+08:002018-01-01T17:50:26.497+08:00Ah, how about purely equities only? :)
I don'...Ah, how about purely equities only? :)<br /><br />I don't track my employment/interest income into the portfolio as well. :)<br />Azraelhttps://www.blogger.com/profile/00870868109481294755noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-18824628960009917432018-01-01T16:49:11.034+08:002018-01-01T16:49:11.034+08:00Hi Azrael,
Thanks for dropping by. I've added...Hi Azrael,<br /><br />Thanks for dropping by. I've added you to my blog links.<br /><br />I don't have information for that leh. =/<br /><br />I did not track my DCA into precious metals when I started out in end-2011 nor my cash flow from employment/interest income from my savings account.<br /><br />I guess I'm screwed that way :(Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-46291193418507682942018-01-01T16:42:50.050+08:002018-01-01T16:42:50.050+08:00Hi Sy,
Sure. Let me go and write a tutorial in wo...Hi Sy,<br /><br />Sure. Let me go and write a tutorial in word document first, lol (might take some time). Think you need to download like 2 programmes for that. You okay with that?<br /><br />CheersUnintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-17387998924779304742018-01-01T16:41:02.850+08:002018-01-01T16:41:02.850+08:00Hi Frowns88,
Thanks again! Done, I've added y...Hi Frowns88,<br /><br />Thanks again! Done, I've added you to my blog links.<br /><br />Wishing you a great 2018!<br /><br />Cheers!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-49933488107283795862018-01-01T15:39:11.070+08:002018-01-01T15:39:11.070+08:00Hihi UN,
I just stumbled on your blog as well.
G...Hihi UN,<br /><br />I just stumbled on your blog as well.<br /><br />Great performance for 2017, congrats!<br /><br />If I may ask, what is the overall XIRR for your entire portfolio? <br /><br />Warmest regards<br />Azrael<br /><br />Azraelhttps://www.blogger.com/profile/00870868109481294755noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-3903446037036890982018-01-01T13:43:33.223+08:002018-01-01T13:43:33.223+08:00Hi UN
Yes. I used kyith version also. But don...Hi UN <br /><br />Yes. I used kyith version also. But don't have monthly chart Like what showing here & I prefer colourful chart also... hehehe<br />I don't know how to do the coding stuff... if u don't mind can share :)<br /><br />Happy New year & wish u healthy always :)<br />Syhttps://www.blogger.com/profile/15022196252621641525noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-83439965356028113712018-01-01T11:21:13.043+08:002018-01-01T11:21:13.043+08:00Hi UN,
I see. That is a good gain there.
It will...Hi UN,<br /><br />I see. That is a good gain there.<br /><br />It will be my pleasure to exchange featuring our blogs on each other's site. would you mind? <br /><br />https://tobidortosell.blogspot.sg/Frowns88https://www.blogger.com/profile/02284939344444329229noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-37184358114483061322018-01-01T10:07:59.042+08:002018-01-01T10:07:59.042+08:00Hi Sy,
Thanks for visiting again. :)
Wishing you...Hi Sy,<br /><br />Thanks for visiting again. :)<br /><br />Wishing you health and huat for 2018 as well!<br /><br />I use R to automatically do those charts one. I can pass you the code. I wrote my code based on Kyith's Stock Market Template. Do you use his template for tracking?<br /><br />Cheers!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-21554665880359175052017-12-31T23:12:59.634+08:002017-12-31T23:12:59.634+08:00Hi UN,
Gratz to ur investing performance.
Wish u ...Hi UN,<br /><br />Gratz to ur investing performance.<br />Wish u healthy & huat!!! in coming 2018.<br />Erh... I like ur chart. Can give give me sample??? I want to do 1 for myself use but I don't know how to do that... hehehe<br /><br />Thanks :)Syhttps://www.blogger.com/profile/15022196252621641525noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-52249540874560490442017-12-31T20:11:39.266+08:002017-12-31T20:11:39.266+08:00Hi Passive Income Farmer,
Thanks for visiting. Le...Hi Passive Income Farmer,<br /><br />Thanks for visiting. Let's press on for year 2018! Hope we can secure more dividends!<br /><br />Cheers!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-2720269949833236082017-12-31T17:46:18.178+08:002017-12-31T17:46:18.178+08:00Hi Unintelligent Nerd,
Congrats on your 2017 perf...Hi Unintelligent Nerd,<br /><br />Congrats on your 2017 performance.<br /><br />Cheers!Passive Income Farmerhttps://www.blogger.com/profile/16102752201629603007noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-24561261994948439702017-12-31T16:07:16.594+08:002017-12-31T16:07:16.594+08:00Hi Frowns88,
Thanks for your comments. Oops, no w...Hi Frowns88,<br /><br />Thanks for your comments. Oops, no wonder I felt that I left something out.....<br /><br />Okay, here's my response.<br /><br />XIRR calculation (for both SGD and USD portfolios) includes the commission fees. (Hence, all my newer counters are "bleeding" after taking into account commission).<br /><br />For my USD portfolio, everything is computed in USD (Purchases/Sales in USD, dividends kept in USD account, market value of portfolio in USD) to keep XIRR computation straightforward.<br /><br />Thanks for highlighting. You reminded me of yet another assumption which I failed to highlight. This could skew readers' perception of my returns. My XIRR calculation does not include cash drag and precious metals drag.Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-27350521645001191802017-12-31T15:56:38.825+08:002017-12-31T15:56:38.825+08:00Hi Cory,
Thanks! You have done very well yourself...Hi Cory,<br /><br />Thanks! You have done very well yourself too.<br /><br />Cheers!<br /><br />Let's press on for 2018 :)Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-84722410241578882382017-12-31T15:34:59.977+08:002017-12-31T15:34:59.977+08:00Hi UN,
Nice returns there of around 20%.
I am cur...Hi UN,<br /><br />Nice returns there of around 20%.<br />I am curious if the returns stated includes the commission fees + any currency conversion gain/loss based on XIRR calculation. Thanks to advise!Frowns88https://www.blogger.com/profile/02284939344444329229noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-17187448981221429232017-12-31T13:16:16.329+08:002017-12-31T13:16:16.329+08:00Beautiful returns for 2017. Congratulation !Beautiful returns for 2017. Congratulation !Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-43532597769494466252017-12-31T12:59:45.717+08:002017-12-31T12:59:45.717+08:00Thanks! You did well yourself too. :)
Looking for...Thanks! You did well yourself too. :)<br /><br />Looking forward to 2018! Cheers!Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-979592454404705162017-12-31T10:35:09.363+08:002017-12-31T10:35:09.363+08:00Congrats on the impressive return! LOL at SMOL com...Congrats on the impressive return! LOL at SMOL comment.KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-35784703327192875162017-12-31T10:17:26.282+08:002017-12-31T10:17:26.282+08:00LOL!
You ah! Think too much liao :PLOL!<br /><br />You ah! Think too much liao :PUnintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-7860894557093960402017-12-31T09:21:46.488+08:002017-12-31T09:21:46.488+08:00Unintelligent Nerd,
Wow! That's the most psyc...Unintelligent Nerd,<br /><br />Wow! That's the most psychedelic and colourful bar charts I've ever seen!<br /><br />If I didn't know better, I would have thought there's "rainbow" pride in you!<br /><br />LOL!<br /><br /><br />Have fun for 2018 :)<br /><br /><br /><br />Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-6025037118864383396.post-75131262075226761332017-12-31T08:36:25.050+08:002017-12-31T08:36:25.050+08:00Hi SG Investment Lady,
I am using Standard Charte...Hi SG Investment Lady,<br /><br />I am using Standard Chartered. They do not have any custodian fees or corporate action fees (at this moment).<br /><br />I am not familiar with the other two you mentioned.<br /><br />Once my account size gets larger, I might consider changing to Interactive Brokers for their small transaction fees.<br /><br />Thanks! All the best and Happy New Year for 2018 too! :)Unintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.com