Portfolio (Demo)

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    Last 30 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

23 Oct 2024 to 22 Nov 2024

	Name	Port%	Close	Portfolio Return	Stock Return	Industry Return	Industry
XUSX	Amazon.com	70.41%	197.12	+4.73%	+6.72%	+26.39%	Internet & Direct Marketing Retail
XHKG	Lippo China Resources Ltd	0.63%	0.69	-0.09%	-14.81%	-5.44%	Restaurants
XUSX	Meta Platforms Inc	19.97%	559.14	-0.16%	-0.81%	+6.77%	Interactive Media & Services
XUSX	Essex Property Trust	6.55%	305.53	+0.12%	+1.86%	-2.27%	Residential REITs
XHKG	Cathay Airways	2.43%	9.24	+0.36%	+14.93%	+17.63%	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