Portfolio Sharing 2.0

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Initially, the portfolio sharing feature was added with the intention to allow SGXcafe users to easily share their portfolios on their own blogs as I saw many financial bloggers in Singapore sharing their well-crafted portfolios but in a technically-inefficient way (e.g. copy and paste from excel sheet to html).

Interestingly, this feature is gaining popularity in SGXcafe itself, especially after the creation of this thread. As of this writing, there are 135 shared portfolios in SGXcafe. Therefore, in the past week, I added a few more functions to this feature to leverage on the wealth of information shared freely by the generous SGXcafe users.

1) Statistics – You can now easily view various statistics regarding shared portfolios such as the most common stocks in all shared portfolios, median value-at-risk, median profit and loss, etc.

2) Trending – This functionality was suggested by user felixleong. I assume it is based on the “Who’s Hot” idea of the social network movie? But I may be mistaken. In any case, instead of searching for the hot faces in campus, we are showing the “Hot” stock that in recent days is bought/sold the most by shared portfolios.

3) Likes – As the number of shared portfolios grows, this allows you to follow/focus on selected shared portfolios. The above functions, statistics, and trending will also be displayed in additional columns for shared portfolios that you have liked. Try it out by liking a few shared portfolios.

I would like to take this opportunity to encourage you to share your portfolio so that we can all learn from each other. There are options where you can choose to disclose only the allocation percentages without the exact amounts as some people, including me, are shy/not comfortable about sharing their portfolio’s net worth (e.g. See my shared portfolio). Simply go to this page to set your preferences.

Finally, I would like to assure you that I take your privacy very seriously and if your portfolio is not shared, I will NOT use it at all for any kind of calculations that will be viewed by others.

Happy investing!

7 Comments

Leave a Reply to tomentus Cancel reply

  • Would be interesting to add the Dividends earned in the statistics to show total return instead of just price.

  • I was thinking about the portfolio list as a league table, but you are right, you can’t take absolute amounts because the time periods are different. Need something that shows dividend return based on capital deployed. Current yield is also interesting but both are retrospective – one is actual, one is based on last dividend.

  • “Need something that shows dividend return based on capital deployed” => This sounds good. Would you mind creating a feature request for this?

Evan Koh

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