Portfolio (Demo)

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

    Year To Date

• 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

1 Jan 2025 to 17 Sep 2025

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
XLON	iShares MSCI World Qualit	1.43%	7.745	+0.21%	+14.88%	Unknown
XSES	Singtel	0.90%	4.35	+0.39%	+44.01%	Integrated Telecommunication Services
XSES	ParkwayLife	0.88%	4.28	+0.15%	+16.50%	Health Care REITs
XLON	iShares Core MSCI World	1.65%	125.18	+0.26%	+15.97%	Unknown
XUSX	Amazon.com	30.30%	229.8	+1.32%	+4.35%	Internet & Direct Marketing Retail
XSES	Raffles Medical	0.50%	1.01	+0.12%	+23.21%	Health Care Facilities
XUSX	PepsiCo Inc	1.85%	140.03	-0.09%	-4.82%	Soft Drinks
XHKG	Cathay Airways	1.04%	10.66	+0.20%	+19.76%	Airlines
XUSX	Essex Property Trust	2.10%	265.55	-0.07%	-3.10%	Residential REITs
XSES	UMS	5.64%	1.37	+1.88%	+33.33%	Semiconductor Equipment
CG	Ethereum	2.37%	4,489.665	+0.81%	+34.06%	Crypto
XUSX	Meta Platforms Inc	10.15%	769.72	+2.90%	+28.57%	Interactive Media & Services
XSES	MIT	15.42%	2.14	+0.0%	+0.02%	Industrial REITs
XSES	DBS	23.32%	51.47	+5.10%	+21.86%	Regional Banks
XHKG	Lippo China Resources Ltd	0.28%	0.84	+0.04%	+15.07%	Restaurants
XSES	Frasers Property	2.18%	1.06	+0.41%	+18.82%	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
Note: Dividends are after tax if applicable