Portfolio (Demo)

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    Year To Date

• Since Inception
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1 Jan 2024 to 21 Nov 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
CA	House Loan	-114.44%	1.2	0%	0%	0%	Unknown
XSES	Frasers Property	2.31%	0.92	+0.17%	+7.22%	-4.21%	Diversified Real Estate Activities
XSES	Raffles Medical	0.52%	0.86	-0.10%	-18.90%	-14.96%	Health Care Facilities
XSES	ParkwayLife	0.92%	3.65	+0.04%	+4.34%	+4.86%	Health Care REITs
XSES	Singtel	0.77%	3.06	+0.24%	+31.76%	+5.92%	Integrated Telecommunication Services
XSES	MIT	20.03%	2.28	-0.68%	-3.39%	-7.09%	Industrial REITs
XSES	UMS	5.17%	1.03	-1.00%	-19.25%	-21.51%	Semiconductor Equipment
CA	House	150.58%	600,000	0%	0%	0%	Unknown
XHKG	Lippo China Resources Ltd	0.32%	0.74	-0.02%	-7.50%	-15.91%	Restaurants
XSES	DBS	21.36%	42.56	+7.34%	+34.37%	+22.54%	Regional Banks
XHKG	Cathay Airways	1.14%	9.18	+0.24%	+21.26%	+6.21%	Airlines
XLON	iShares MSCI World Qualit	1.66%	7.022	+0.21%	+12.51%	+194.94%	Unknown
XLON	iShares Core MSCI World	1.84%	108.77	+0.38%	+20.82%	+194.94%	Unknown
CA	CPF SA	7.83%	1	0%	0%	Computing...	Sovereign Government

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