Portfolio (Demo)

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

    Last 10 Years

• 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

19 Oct 2015 to 16 Oct 2025

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
XSES	Singtel	0.88%	4.2	+0.41%	+46.26%	Integrated Telecommunication Services
XSES	Frasers Property	2.23%	1.06	+0.02%	+0.95%	Diversified Real Estate Activities
XLON	iShares MSCI World Qualit	1.51%	7.924	+1.28%	+84.80%	Unknown
XSES	ParkwayLife	0.87%	4.13	+1.22%	+140.55%	Health Care REITs
CG	Ethereum	2.18%	4,005.465	+20180.15%	+924995.46%	Crypto
XSES	DBS	24.25%	52.51	+71.38%	+294.31%	Regional Banks
XUSX	Meta Platforms Inc	9.67%	709.96	+60.28%	+623.53%	Interactive Media & Services
XUSX	Amazon.com	29.13%	213.96	+188.39%	+646.61%	Internet & Direct Marketing Retail
XLON	iShares Core MSCI World	1.73%	126.78	+3.57%	+207.05%	Unknown
XUSX	Essex Property Trust	2.10%	257.15	+0.68%	+32.50%	Residential REITs
XSES	UMS	5.71%	1.36	+20.69%	+362.38%	Semiconductor Equipment
XSES	Raffles Medical	0.51%	1.01	-0.11%	-21.61%	Health Care Facilities
XHKG	Lippo China Resources Ltd	0.29%	0.84	-0.21%	-70.20%	Restaurants
XHKG	Cathay Airways	1.08%	10.77	-0.05%	-4.79%	Airlines
XSES	MIT	15.80%	2.15	+19.66%	+124.44%	Industrial REITs
XUSX	PepsiCo Inc	2.06%	151.16	+1.64%	+79.88%	Soft Drinks

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