Portfolio (Demo)

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    Last 180 Days

• Since Inception
• Year To Date
• Last 7 Days
• Last 30 Days
• Last 180 Days
• Last 365 Days
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• Last 10 Years

29 Jun 2024 to 26 Dec 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
XSES	MIT	38.07%	2.21	+3.03%	+7.96%	+3.76%	Industrial REITs
XSES	Singtel	1.52%	3.09	+0.27%	+18.04%	+6.08%	Integrated Telecommunication Services
XSES	DBS	42.86%	43.54	+10.09%	+23.53%	+16.44%	Regional Banks
XSES	Raffles Medical	0.99%	0.835	-0.15%	-14.80%	+7.13%	Health Care Facilities
XSES	ParkwayLife	1.84%	3.73	+0.18%	+9.84%	+10.50%	Health Care REITs
XSES	UMS	10.14%	1.03	-0.94%	-9.23%	-20.44%	Semiconductor Equipment
XSES	Frasers Property	4.58%	0.93	+0.81%	+17.72%	+2.84%	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
5) Industry Return = sum_of_all_stocks_in_industry(Stock Return) / # of Stocks in Industry
Note: Dividends are after tax if applicable