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

26 Mar 2024 to 25 Apr 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
XHKG	Cathay Airways	2.28%	8.27	-0.03%	-1.17%	-0.06%	Airlines
CA	CPF SA	17.26%	1	0%	0%	NA	Sovereign Government
CA	House Loan	-252.33%	1.2	0%	0%	NA	Unknown
CA	House	332.01%	600,000	0%	0%	NA	Unknown
XHKG	Lippo China Resources Ltd	0.77%	0.8	-0.14%	-18.37%	-7.99%	Restaurants

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