Portfolio (Demo)
   

30 Mar 2019 to 28 Mar 2024


+61.34%
Current Portfolio
+16.69%
STI ETF

Name Port% Close Portfolio Return Stock Return Industry Return Industry
XSES ParkwayLife Reit 0.95% 3.5 +0.42% +43.91% -4.73% Health Care REITs
XSES Raffles Medical 0.68% 1.04 +0.05% +7.89% -29.40% Health Care Facilities
XSES DBS 19.55% 36.03 +13.54% +69.25% +36.56% Regional Banks
XHKG Lippo China Resources Ltd 0.49% 1.05 -0.21% -43.03% -10.37% Restaurants
XSES Frasers Property 2.31% 0.85 -1.01% -43.96% -6.05% Diversified Real Estate Activities
XSES UMS 7.33% 1.35 +11.83% +161.42% +32.33% Semiconductor Equipment
XUSX Essex Property Trust 2.65% 241.41 -0.03% -1.19% +65.70% Residential REITs
XSES Singtel 0.69% 2.53 +0.02% +2.57% -9.33% Integrated Telecommunication Services
XUSX Meta Platforms Inc 9.04% 493.86 +17.44% +193.04% +84049.59% Interactive Media & Services
XSES Mapletree Ind Tr 22.22% 2.34 +9.12% +41.04% +10.04% Industrial REITs
XUSX Amazon.com 32.91% 179.83 +32.33% +98.25% +325.43% Internet & Direct Marketing Retail
XHKG Cathay Airways 1.19% 8.89 -0.28% -23.51% -53.04% Airlines



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 = Same as Benchmark Return
5) Industry Return = sum_of_all_stocks_in_industry(Stock Return) / # of Stocks in Industry




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