Portfolio (Demo)

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

    Last 7 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

10 Sep 2025 to 17 Sep 2025

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
XSES	DBS	23.82%	51.47	-0.57%	-2.39%	Regional Banks
XSES	Singtel	0.92%	4.35	0%	0%	Integrated Telecommunication Services
XLON	iShares Core MSCI World	1.69%	125.18	+0.02%	+0.96%	Unknown
XUSX	PepsiCo Inc	1.89%	140.03	-0.03%	-1.84%	Soft Drinks
XSES	Raffles Medical	0.51%	1.01	0%	0%	Health Care Facilities
XSES	ParkwayLife	0.90%	4.28	+0.01%	+0.71%	Health Care REITs
XHKG	Lippo China Resources Ltd	0.29%	0.84	0%	0%	Restaurants
XSES	UMS	5.76%	1.37	+0.22%	+3.79%	Semiconductor Equipment
XUSX	Meta Platforms Inc	10.41%	773.125	+0.29%	+2.81%	Interactive Media & Services
XLON	iShares MSCI World Qualit	1.46%	7.745	+0.01%	+0.75%	Unknown
XUSX	Amazon.com	31.17%	231.43	+0.15%	+0.48%	Internet & Direct Marketing Retail
XSES	Frasers Property	2.23%	1.06	+0.02%	+0.95%	Diversified Real Estate Activities
XHKG	Cathay Airways	1.06%	10.66	0%	0%	Airlines
XUSX	Essex Property Trust	2.15%	265.55	+0.02%	+0.72%	Residential REITs
XSES	MIT	15.76%	2.14	+0.22%	+1.42%	Industrial REITs

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