Portfolio (Demo)

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    Last 5 Years

• Since Inception
• Year To Date
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• Last 5 Years
• Last 10 Years

26 Sep 2020 to 25 Sep 2025

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
XUSX	Essex Property Trust	1.59%	264.59	+0.68%	+42.85%	Residential REITs
XSES	DBS	17.20%	50.27	+36.49%	+212.12%	Regional Banks
XUSX	Meta Platforms Inc	7.46%	747.45	+14.33%	+192.01%	Interactive Media & Services
XSES	Singtel	0.66%	4.27	+0.87%	+131.46%	Integrated Telecommunication Services
CG	Ethereum	1.61%	4,027.173	+16.67%	+1036.78%	Crypto
CA	CPF SA	4.85%	1	NA	NA	Unknown
XUSX	PepsiCo Inc	1.42%	142.17	+0.22%	+15.36%	Soft Drinks
CA	House	93.34%	600,000	NA	NA	Unknown
XLON	iShares Core MSCI World	1.26%	125.73	+1.20%	+95.69%	Unknown
XLON	iShares MSCI World Qualit	1.09%	7.82	+0.79%	+72.05%	Unknown
XSES	Raffles Medical	0.37%	0.99	+0.16%	+43.04%	Health Care Facilities
XUSX	Amazon.com	21.81%	218.49	+8.22%	+37.67%	Internet & Direct Marketing Retail
XSES	UMS	4.42%	1.42	+5.30%	+119.97%	Semiconductor Equipment
XSES	ParkwayLife	0.64%	4.1	+0.11%	+16.93%	Health Care REITs
CA	House Loan	-70.94%	1.2	NA	NA	Unknown
XSES	Frasers Property	1.62%	1.04	+0.02%	+1.27%	Diversified Real Estate Activities
XSES	MIT	11.60%	2.13	-1.50%	-12.95%	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