Portfolio (Demo)

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    Year To Date

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• Last 7 Days
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• Last 180 Days
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• Last 10 Years

1 Jan 2025 to 25 Sep 2025

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
XUSX	Essex Property Trust	1.59%	264.59	-0.05%	-3.44%	Residential REITs
XSES	DBS	17.20%	50.27	+3.29%	+19.13%	Regional Banks
XUSX	Meta Platforms Inc	7.46%	747.45	+1.86%	+24.92%	Interactive Media & Services
XSES	Singtel	0.66%	4.27	+0.28%	+41.42%	Integrated Telecommunication Services
CG	Ethereum	1.61%	4,027.173	+0.33%	+20.25%	Crypto
CA	CPF SA	4.85%	1	0%	0%	Sovereign Government
XUSX	PepsiCo Inc	1.42%	142.17	-0.05%	-3.39%	Soft Drinks
CA	House	93.34%	600,000	0%	0%	Unknown
XLON	iShares Core MSCI World	1.26%	125.73	+0.21%	+16.48%	Unknown
XLON	iShares MSCI World Qualit	1.09%	7.82	+0.17%	+15.97%	Unknown
XSES	Raffles Medical	0.37%	0.99	+0.08%	+20.83%	Health Care Facilities
XUSX	Amazon.com	21.81%	218.49	-0.17%	-0.79%	Internet & Direct Marketing Retail
XSES	UMS	4.42%	1.42	+1.68%	+38.10%	Semiconductor Equipment
XSES	ParkwayLife	0.64%	4.1	+0.07%	+11.71%	Health Care REITs
CA	House Loan	-70.94%	1.2	0%	0%	Unknown
XSES	Frasers Property	1.62%	1.04	+0.27%	+16.67%	Diversified Real Estate Activities
XSES	MIT	11.60%	2.13	-0.05%	-0.43%	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