Portfolio (Demo)
   

5 Jun 2022 to 2 Dec 2022


+1.04%
Current Portfolio
+2.49%
STI ETF

Name Port% Close Portfolio Return Stock Return Industry Return Industry
XSES Mapletree Ind Tr 50.67% 2.2 -4.69% -9.26% -9.99% Industrial REITs
XSES DBS 45.37% 34.47 +6.62% +14.59% +5.65% Regional Banks
XSES Singtel 1.77% 2.69 +0.16% +9.30% -6.77% Integrated Telecommunication Services
XSES Raffles Medical 2.20% 1.39 +0.39% +17.80% -4.33% Health Care Facilities



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 = Same as Benchmark Return
5) Industry Return = sum_of_all_stocks_in_industry(Stock Return) / # of Stocks in Industry




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