Portfolio (Demo)

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

    Last 365 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

22 Nov 2023 to 21 Nov 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
XSES	UMS	5.17%	1.03	-0.71%	-13.81%	-17.33%	Semiconductor Equipment
XLON	iShares Core MSCI World	1.84%	108.77	+0.49%	+26.55%	+273.36%	Unknown
XSES	DBS	21.36%	42.56	+8.44%	+39.49%	+24.74%	Regional Banks
XSES	ParkwayLife	0.92%	3.65	+0.08%	+9.07%	+14.10%	Health Care REITs
XHKG	Lippo China Resources Ltd	0.32%	0.74	-0.02%	-7.50%	-17.58%	Restaurants
XSES	Singtel	0.77%	3.06	+0.31%	+40.96%	+9.73%	Integrated Telecommunication Services
CA	House	150.58%	600,000	0%	0%	0%	Unknown
XSES	Frasers Property	2.31%	0.92	+0.38%	+16.27%	-3.84%	Diversified Real Estate Activities
XLON	iShares MSCI World Qualit	1.66%	7.022	+0.33%	+19.61%	+273.36%	Unknown
XHKG	Cathay Airways	1.14%	9.18	+0.25%	+22.01%	-2.62%	Airlines
XSES	Raffles Medical	0.52%	0.86	-0.09%	-16.60%	-17.45%	Health Care Facilities
CA	House Loan	-114.44%	1.2	0%	0%	0%	Unknown
XSES	MIT	20.03%	2.28	+1.09%	+5.47%	-0.94%	Industrial REITs
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