Portfolio (Demo)
   

1 Jan 2024 to 20 Dec 2024


+13.61%
Current Portfolio
+20.36%
Singapore ETF

Name Port% Close Portfolio Return Stock Return Industry Return Industry
XSES Frasers Property 1.51% 0.92 +0.11% +7.22% -1.23% Diversified Real Estate Activities
XHKG Lippo China Resources Ltd 0.20% 0.69 -0.03% -13.75% -15.78% Restaurants
XSES Singtel 0.51% 3.12 +0.18% +34.20% +6.10% Integrated Telecommunication Services
XLON iShares Core MSCI World 1.21% 108.67 +0.25% +20.70% +246.64% Unknown
XSES Raffles Medical 0.33% 0.825 -0.07% -22.11% -13.28% Health Care Facilities
XSES ParkwayLife 0.60% 3.63 +0.02% +3.80% +4.59% Health Care REITs
CA CPF SA 5.14% 1 0% 0% Computing... Sovereign Government
XLON iShares MSCI World Qualit 1.07% 6.87 +0.11% +10.13% +246.64% Unknown
CA House 98.80% 600,000 0% 0% 0% Unknown
XHKG Cathay Airways 0.77% 9.34 +0.18% +23.24% +12.81% Airlines
CA House Loan -75.09% 1.2 0% 0% 0% Unknown
XSES UMS 3.19% 0.97 -0.73% -23.01% -23.06% Semiconductor Equipment
CG Ethereum 1.55% 3,468.659 +0.74% +47.60% +46.54% Crypto
XSES MIT 12.56% 2.18 -0.93% -7.39% -9.11% Industrial REITs
XSES DBS 14.10% 42.82 +4.96% +35.16% +23.49% Regional Banks
XUSX Essex Property Trust 1.90% 283.76 +0.31% +16.50% +3.77% Residential REITs
XUSX Meta Platforms Inc 6.53% 585.25 +4.55% +69.58% +22.64% Interactive Media & Services
XUSX Amazon.com 25.10% 224.92 +12.56% +50.02% +14.08% Internet & Direct Marketing Retail



Methodology 1) Current Portfolio = sum_of_all_current_portfolio_stocks(Port% x Stock Return)
2) Benchmark Return = (Close on EndDate - Close on StartDate + Dividends with ExDate between StartDate[exclusive] and EndDate[inclusive]) / Close on StartDate
3) Portfolio Return = Port% x Stock Return
4) Stock Return = (Close on EndDate - Close on StartDate + Dividends with ExDate between StartDate[exclusive] and EndDate[inclusive]) / Close on StartDate
5) Industry Return = sum_of_all_stocks_in_industry(Stock Return) / # of Stocks in Industry
Note: Dividends are after tax if applicable




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