Portfolio (Demo)
   

5 Sep 2024 to 5 Sep 2025


+17.02%
Current Portfolio
+29.84%
Singapore ETF

Name Port% Close Portfolio Return Stock Return Industry
XSES Singtel 0.67% 4.39 +0.31% +45.83% Integrated Telecommunication Services
XUSX Meta Platforms Inc 7.36% 752.45 +3.38% +45.86% Interactive Media & Services
XUSX Essex Property Trust 1.57% 268.12 -0.14% -8.89% Residential REITs
XSES Frasers Property 1.56% 1.03 +0.50% +31.90% Diversified Real Estate Activities
XHKG Lippo China Resources Ltd 0.21% 0.83 +0.04% +20.29% Restaurants
XHKG Cathay Airways 0.75% 10.48 +0.32% +42.50% Airlines
XSES Raffles Medical 0.37% 1.01 +0.06% +15.64% Health Care Facilities
CA House Loan -69.24% 1.2 0% 0% Unknown
XSES ParkwayLife 0.63% 4.18 +0.08% +12.18% Health Care REITs
XSES DBS 16.97% 50.81 +7.78% +45.84% Regional Banks
XUSX PepsiCo Inc 1.43% 146.39 -0.22% -15.66% Soft Drinks
CG Ethereum 1.69% 4,300.398 +1.38% +81.88% Crypto
XSES UMS 4.07% 1.34 +1.62% +39.70% Semiconductor Equipment
XLON iShares MSCI World Qualit 1.05% 7.7 +0.12% +11.12% Unknown
XSES MIT 11.11% 2.09 -1.07% -9.59% Industrial REITs
CA House 91.11% 600,000 0% 0% Unknown
CA CPF SA 4.74% 1 0% 0% Sovereign Government
XUSX Amazon.com 22.74% 232.33 +6.96% +30.60% Internet & Direct Marketing Retail
XLON iShares Core MSCI World 1.20% 122.83 +0.23% +19.19% Unknown



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




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