Portfolio (Demo)

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    Last 365 Days

• Since Inception
• Year To Date
• Last 7 Days
• Last 30 Days
• Last 180 Days
• Last 365 Days
• Last 3 Years
• Last 5 Years
• Last 10 Years

4 May 2023 to 3 May 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
CA	House	331.90%	600,000	NA	NA	NA	Unknown
XHKG	Lippo China Resources Ltd	0.77%	0.81	-0.15%	-19.00%	+51.45%	Restaurants
CA	House Loan	-252.24%	1.2	NA	NA	NA	Unknown
CA	CPF SA	17.26%	1	0%	0%	NA	Sovereign Government
XHKG	Cathay Airways	2.31%	8.44	+0.41%	+17.79%	-23.80%	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