Portfolio (Demo)

• Overview
• Report
• Financials
• Blogs
• Allocation
• Dividends
• Earnings
• Transactions
• Custom Assets

    Last 10 Years

• 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

3 Apr 2016 to 1 Apr 2026

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
XHKG	Cathay Airways	1.42%	11.22	+0.28%	+19.57%	Airlines
CA	CPF SA	8.37%	1	NA	NA	Unknown
XUSX	Essex Property Trust	2.51%	242	+0.72%	+28.79%	Residential REITs
XHKG	Lippo China Resources Ltd	0.50%	1.13	-0.24%	-47.95%	Restaurants
XUSX	Amazon.com	36.00%	208.27	+216.77%	+602.20%	Internet & Direct Marketing Retail
XUSX	PepsiCo Inc	2.68%	155.29	+2.11%	+78.52%	Soft Drinks
CA	House Loan	-122.34%	1.2	NA	NA	Unknown
XUSX	Meta Platforms Inc	9.89%	572.13	+40.66%	+411.21%	Interactive Media & Services
CA	House	160.97%	600,000	NA	NA	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