Portfolio (Demo)

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    Year To Date

• 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 2025 to 1 Apr 2025

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
CA	House Loan	-244.29%	1.2	0%	0%	Unknown
CA	House	321.44%	600,000	0%	0%	Unknown
CA	CPF SA	16.71%	1	0%	0%	Sovereign Government
CG	Ethereum	2.64%	1,834.516	-1.19%	-45.22%	Crypto
XHKG	Lippo China Resources Ltd	0.87%	0.94	+0.25%	+28.77%	Restaurants
XHKG	Cathay Airways	2.63%	9.93	+0.27%	+10.10%	Airlines

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
Note: Dividends are after tax if applicable