Portfolio (Demo)

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    Last 30 Days

• Since Inception
• Year To Date
• Last 7 Days
• Last 30 Days
• Last 180 Days
• Last 365 Days
• Last 3 Years
• Last 5 Years
• Last 10 Years

1 Jan 2022 to 31 Dec 2022

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
XHKG	Lippo China Resources Ltd	2.33%	0.69	-0.24%	-10.17%	-9.22%	Restaurants
XUSX	Amazon.com	71.34%	197.12	-36.17%	-50.71%	+448.19%	Internet & Direct Marketing Retail
XHKG	Cathay Airways	5.32%	9.24	+1.78%	+33.54%	+19.86%	Airlines
XUSX	Essex Property Trust	10.80%	305.53	-4.06%	-37.63%	-19.63%	Residential REITs
XUSX	Meta Platforms Inc	10.22%	559.14	-6.59%	-64.45%	+367.79%	Interactive Media & Services

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