Portfolio (Demo)

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    Last 180 Days

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

20 Apr 2024 to 17 Oct 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
XSES	Raffles Medical	0.53%	0.895	-0.05%	-9.01%	+3.57%	Health Care Facilities
XLON	iShares Core MSCI World	1.76%	108.67	+0.28%	+15.64%	+267.86%	Unknown
XSES	ParkwayLife	0.98%	3.99	+0.17%	+17.16%	+15.98%	Health Care REITs
XLON	iShares MSCI World Qualit	1.68%	7.379	+0.25%	+15.17%	+267.86%	Unknown
CA	House	148.06%	600,000	0%	0%	0%	Unknown
XSES	UMS	5.03%	1.02	-0.88%	-17.52%	-10.22%	Semiconductor Equipment
CG	Ethereum	1.69%	2,611.7	-0.29%	-17.15%	-32.56%	Crypto
XSES	DBS	19.50%	39.52	+3.74%	+19.17%	+14.77%	Regional Banks
XHKG	Lippo China Resources Ltd	0.34%	0.82	-0.01%	-2.38%	+1.38%	Restaurants
XSES	MIT	21.33%	2.47	+3.28%	+15.36%	+9.81%	Industrial REITs
CA	CPF SA	7.70%	1	0%	0%	Computing...	Sovereign Government
XSES	Singtel	0.80%	3.25	+0.33%	+41.06%	+16.10%	Integrated Telecommunication Services
CA	House Loan	-112.52%	1.2	0%	0%	0%	Unknown
XHKG	Cathay Airways	0.95%	7.91	+0.0%	+0.50%	+2.12%	Airlines
XSES	Frasers Property	2.16%	0.875	+0.17%	+8.02%	-0.84%	Diversified Real Estate Activities

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