I have some SSB and stocks, how do i calculate the total return for SSB and stocks for year 1 and from the point I bought it? What do you recommend for asset allocation for certain age groups? - Seedly
 

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Asked by Jen Kho

Asked on 11 Sep 2018

I have some SSB and stocks, how do i calculate the total return for SSB and stocks for year 1 and from the point I bought it? What do you recommend for asset allocation for certain age groups?

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Soh Sing Heng
Soh Sing Heng, Financial Blogger at SG Young Investment
Level 5. Genius
Updated on 07 Jun 2019

For stocks, you might want to try out stocks cafe. This platform will calculate all your stock returns automatically for you. For SSB, you just have to take the coupon paid to you as your investment return.

Asset allocation depends on individual risk appetite. For young people below age 40, I would think a portfolio of mainly stocks is good for long term investments. For those above 50, it would be better to invest in safer assets such as bonds or stable dividend stocks.

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Jen Kho
Jen Kho

11 Sep 2018

Know stocks return and SSB then add up together to get that year return??