Portfolio (Demo)

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    Last 5 Years

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

20 Nov 2019 to 18 Nov 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
XSES	Raffles Medical	0.97%	0.86	0.0%	-0.50%	-28.04%	Health Care Facilities
XSES	DBS	40.47%	42.94	+38.18%	+94.35%	+48.44%	Regional Banks
XSES	ParkwayLife	1.69%	3.58	+0.56%	+33.41%	-13.09%	Health Care REITs
CG	Ethereum	3.89%	3,075.535	+64.60%	+1659.41%	+11963.25%	Crypto
XSES	MIT	37.44%	2.27	+6.49%	+17.34%	-0.88%	Industrial REITs
XSES	Singtel	1.49%	3.16	+0.21%	+14.08%	-4.43%	Integrated Telecommunication Services
XSES	Frasers Property	4.34%	0.92	-1.63%	-37.66%	-2.36%	Diversified Real Estate Activities
XSES	UMS	9.71%	1.03	+7.17%	+73.91%	+15.00%	Semiconductor Equipment

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