My Investment Result Slip

The table below shown the amount of savings I injected into the portfolio, dividend received, capital gain through profit taking on the shares that I held, total gain from dividend and profit taking.

Portfolio Cost is tabulated based on the cost of the shares that I held at the end of the year.
Portfolio Yield is tabulated based on Total Gain over (Portfolio Cost + War Chest).
Portfolio Value is the current market value of the shares that I held at the end of the year.

YearCapital Injection Dividend ReceivedCapital GainTotal GainPortfolio CostPortfolio YieldPortfolio Value
2015$11,787.48$692.80$358.30$1,051.10$9,024.078.86%-
2016$6,300.00$1,026.40$1,339.09$2,365.49$20,808.1012.31%-
2017$30,500.00$1,697.80$2,465.57$4,163.37$56,104.167.99%$50,565.21
2018$3,900.00$3,513.80$1,590.55$5,104.35$64,958.688.49%$51,793.43
2019$19,300.00$2,792.50$9,398.58$12,191.08$94,635.7614.42%$83,240.83
2020



---
2021



---
2022



---
2023



---
2024



---
2025



---
2026



---
2027



---
2028



---
2029



---
2030



---
2031



---
2032



---
2033



---

No comments:

Post a Comment