Portfolio (Demo)

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    Last 3 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

23 Nov 2021 to 22 Nov 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
XUSX	Amazon.com	70.41%	197.12	+7.13%	+10.12%	+102.86%	Internet & Direct Marketing Retail
XHKG	Lippo China Resources Ltd	0.63%	0.69	-0.27%	-42.79%	-18.66%	Restaurants
XUSX	Meta Platforms Inc	19.97%	559.14	+13.23%	+66.24%	+32.05%	Interactive Media & Services
XUSX	Essex Property Trust	6.55%	305.53	-0.34%	-5.23%	-8.97%	Residential REITs
XHKG	Cathay Airways	2.43%	9.24	+0.96%	+39.60%	-1.95%	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 = (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