Portfolio (Demo)

• Overview
• Report
• Financials
• Blogs
• Allocation
• Dividends
• Earnings
• Transactions
• Custom Assets

    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 4 Jul 2025

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
XUSX	Amazon.com	68.55%	223.41	+0.99%	+1.45%	Internet & Direct Marketing Retail
XUSX	PepsiCo Inc	4.15%	135.38	-0.36%	-8.58%	Soft Drinks
XUSX	Meta Platforms Inc	22.06%	719.01	+4.44%	+20.11%	Interactive Media & Services
XUSX	Essex Property Trust	5.23%	284.2	+0.19%	+3.58%	Residential REITs

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