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

2 Jan 2016 to 30 Dec 2025

	Name	Port%	Close	Portfolio Return	Stock Return	Industry
XHKG	Lippo China Resources Ltd	0.34%	0.81	-0.23%	-66.84%	Restaurants
XUSX	Meta Platforms Inc	10.89%	666	+60.37%	+554.34%	Interactive Media & Services
CA	House Loan	-115.33%	1.2	NA	NA	Unknown
CA	House	151.75%	600,000	NA	NA	Unknown
XUSX	Amazon.com	38.01%	232.49	+239.47%	+629.96%	Internet & Direct Marketing Retail
CA	CPF SA	7.89%	1	NA	NA	Unknown
XHKG	Cathay Airways	1.51%	12.51	+0.40%	+26.35%	Airlines
XUSX	PepsiCo Inc	2.36%	144.24	+1.79%	+75.95%	Soft Drinks
XUSX	Essex Property Trust	2.58%	262.99	+0.89%	+34.67%	Residential REITs

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