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Latest Article:
Easily Create Multiple Transactions or Dividends at Once
Latest Article -
Easily Create Multiple Transactions or Dividends at Once
Posted 5 May 2025
- evankoh
Update Wall Preference
Portfolio
Following
Portfolio Summary Graph (Last 3 Weeks)
1 Apr 2019
2235 days ago
Portfolio
Portfolio Summary
For 1 Apr 2019
Portfolio (All)
Beta
= 0.59,
VaR
= 16.56%
Expected Shortfall
= 64.27%
Total in SGD
Current Cost
= 88,672.42,
Current Value
= 91,253.13,
Cash
= 7,354.21
Day Change
=
+680.26 (+0.75%)
P&L
=
+2,580.72 (+2.91%)
Dividends
=
+3,232.97 (+3.65%)
Closed (P&L)
=
+3,331.69 (+9.38%)
Closed (P&L + Divs)
=
+3,619.41 (+10.19%)
P&L + Dividends
=
+5,813.69 (+6.56%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,433.1 (+10.65%)
30 Mar 2019
2238 days ago
Portfolio
Portfolio Summary
For 29 Mar 2019
Portfolio (All)
Beta
= 0.81,
VaR
= 7.61%
Expected Shortfall
= 9.76%
Total in SGD
Current Cost
= 119,709.91,
Current Value
= 129,749.86,
Cash
= 7,359.58
Day Change
=
+615.77 (+0.48%)
P&L
=
+10,039.95 (+8.39%)
Dividends
=
+5,170.05 (+4.32%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
+15,210 (+12.71%)
P&L + Dividends + Closed (P&L + Divs)
=
+18,829.42 (+15.76%)
2239 days ago
Portfolio
Portfolio Summary
For 28 Mar 2019
Portfolio (All)
Beta
= 0.81,
VaR
= 7.56%
Expected Shortfall
= 9.80%
Total in SGD
Current Cost
= 119,726.85,
Current Value
= 129,149.53,
Cash
= 7,261.88
Day Change
=
+55.51 (+0.04%)
P&L
=
+9,422.68 (+7.87%)
Dividends
=
+5,170.05 (+4.32%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
+14,592.73 (+12.19%)
P&L + Dividends + Closed (P&L + Divs)
=
+18,212.14 (+15.25%)
2240 days ago
Portfolio
Portfolio Summary
For 27 Mar 2019
Portfolio (All)
Beta
= 0.81,
VaR
= 7.57%
Expected Shortfall
= 9.80%
Total in SGD
Current Cost
= 119,614.14,
Current Value
= 128,991.29,
Cash
= 7,252.74
Day Change
=
+15,345.66 (+13.50%)
P&L
=
+9,377.15 (+7.84%)
Dividends
=
+5,071.2 (+4.24%)
Closed (P&L)
=
+3,331.69 (+9.39%)
Closed (P&L + Divs)
=
+3,619.41 (+10.20%)
P&L + Dividends
=
+14,448.35 (+12.08%)
P&L + Dividends + Closed (P&L + Divs)
=
+18,067.77 (+15.12%)
2241 days ago
Portfolio
Portfolio Summary
For 26 Mar 2019
Portfolio (All)
Beta
= 0.76,
VaR
= 7.71%
Expected Shortfall
= 10.60%
Total in SGD
Current Cost
= 107,971.47,
Current Value
= 102,082.93,
Cash
= 8,510.66
Day Change
=
+724.78 (+0.72%)
P&L
=
-5,888.53 (-5.45%)
Dividends
=
+5,071.2 (+4.70%)
Closed (P&L)
=
+3,331.69 (+9.41%)
Closed (P&L + Divs)
=
+3,619.41 (+10.22%)
P&L + Dividends
=
-817.33 (-0.76%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,802.08 (+2.57%)
2242 days ago
Portfolio
Portfolio Summary
For 25 Mar 2019
Portfolio (All)
Beta
= 0.76,
VaR
= 7.71%
Expected Shortfall
= 10.60%
Total in SGD
Current Cost
= 108,104.27,
Current Value
= 101,476.97,
Cash
= 8,520.78
Day Change
=
-1,135.74 (-1.11%)
P&L
=
-6,627.3 (-6.13%)
Dividends
=
+5,071.2 (+4.69%)
Closed (P&L)
=
+3,331.69 (+9.39%)
Closed (P&L + Divs)
=
+3,619.41 (+10.20%)
P&L + Dividends
=
-1,556.09 (-1.44%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,063.32 (+1.89%)
23 Mar 2019
2245 days ago
Portfolio
Portfolio Summary
For 22 Mar 2019
Portfolio (All)
Beta
= 0.78,
VaR
= 7.70%
Expected Shortfall
= 10.60%
Total in SGD
Current Cost
= 107,978.9,
Current Value
= 102,497.61,
Cash
= 8,510.69
Day Change
=
-550.3 (-0.53%)
P&L
=
-5,481.29 (-5.08%)
Dividends
=
+5,013.76 (+4.64%)
Closed (P&L)
=
+3,331.69 (+9.41%)
Closed (P&L + Divs)
=
+3,619.41 (+10.22%)
P&L + Dividends
=
-467.54 (-0.43%)
P&L + Dividends + Closed (P&L + Divs)
=
+3,151.88 (+2.89%)
2246 days ago
Portfolio
Portfolio Summary
For 21 Mar 2019
Portfolio (All)
Beta
= 0.77,
VaR
= 7.71%
Expected Shortfall
= 10.60%
Total in SGD
Current Cost
= 107,865.98,
Current Value
= 102,944.1,
Cash
= 8,490.26
Day Change
=
+1,014.24 (+1.00%)
P&L
=
-4,921.88 (-4.56%)
Dividends
=
+5,013.76 (+4.65%)
Closed (P&L)
=
+3,331.69 (+9.42%)
Closed (P&L + Divs)
=
+3,619.41 (+10.24%)
P&L + Dividends
=
+91.87 (+0.09%)
P&L + Dividends + Closed (P&L + Divs)
=
+3,711.28 (+3.41%)
2247 days ago
Portfolio
Portfolio Summary
For 20 Mar 2019
Portfolio (All)
Beta
= 0.78,
VaR
= 7.75%
Expected Shortfall
= 10.60%
Total in SGD
Current Cost
= 107,865.98,
Current Value
= 101,929.86,
Cash
= 8,490.26
Day Change
=
-518.24 (-0.51%)
P&L
=
-5,936.13 (-5.50%)
Dividends
=
+5,013.76 (+4.65%)
Closed (P&L)
=
+3,331.69 (+9.42%)
Closed (P&L + Divs)
=
+3,619.41 (+10.24%)
P&L + Dividends
=
-922.37 (-0.86%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,697.04 (+2.48%)
19 Mar 2019
2248 days ago
Portfolio
Portfolio Summary
For 19 Mar 2019
Portfolio (All)
Beta
= 0.70,
VaR
= 12.30%
Expected Shortfall
= 25.37%
Total in SGD
Current Cost
= 109,304.3,
Current Value
= 103,280.48,
Cash
= 7,507.72
Day Change
=
+379.29 (+0.37%)
P&L
=
-6,023.82 (-5.51%)
Dividends
=
+5,013.76 (+4.59%)
Closed (P&L)
=
+3,331.69 (+9.40%)
Closed (P&L + Divs)
=
+3,619.41 (+10.21%)
P&L + Dividends
=
-1,010.06 (-0.92%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,609.35 (+2.39%)
2249 days ago
Portfolio
Portfolio Summary
For 18 Mar 2019
Portfolio (All)
Beta
= 0.70,
VaR
= 12.32%
Expected Shortfall
= 25.37%
Total in SGD
Current Cost
= 109,369.49,
Current Value
= 103,058.12,
Cash
= 7,512.89
Day Change
=
+482.62 (+0.47%)
P&L
=
-6,311.38 (-5.77%)
Dividends
=
+5,013.76 (+4.58%)
Closed (P&L)
=
+3,331.69 (+9.39%)
Closed (P&L + Divs)
=
+3,619.41 (+10.20%)
P&L + Dividends
=
-1,297.62 (-1.19%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,321.79 (+2.13%)
16 Mar 2019
2252 days ago
Portfolio
Portfolio Summary
For 15 Mar 2019
Portfolio (All)
Beta
= 0.82,
VaR
= 8.02%
Expected Shortfall
= 11.30%
Total in SGD
Current Cost
= 122,182.45,
Current Value
= 115,907.79,
Cash
= 7,326.00
Day Change
=
+43.42 (+0.04%)
P&L
=
-6,274.66 (-5.14%)
Dividends
=
+5,135.17 (+4.20%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
-1,139.48 (-0.93%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,479.93 (+2.03%)
2253 days ago
Portfolio
Portfolio Summary
For 14 Mar 2019
Portfolio (All)
Beta
= 0.82,
VaR
= 7.99%
Expected Shortfall
= 11.30%
Total in SGD
Current Cost
= 122,188.7,
Current Value
= 115,870.14,
Cash
= 7,519.86
Day Change
=
+81.52 (+0.07%)
P&L
=
-6,318.56 (-5.17%)
Dividends
=
+5,135.17 (+4.20%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
-1,183.39 (-0.97%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,436.02 (+2.00%)
2254 days ago
Portfolio
Portfolio Summary
For 13 Mar 2019
Portfolio (All)
Beta
= 0.81,
VaR
= 7.99%
Expected Shortfall
= 11.30%
Total in SGD
Current Cost
= 122,188.7,
Current Value
= 115,788.62,
Cash
= 7,519.86
Day Change
=
-103.25 (-0.09%)
P&L
=
-6,400.08 (-5.24%)
Dividends
=
+5,135.17 (+4.20%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
-1,264.91 (-1.04%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,354.5 (+1.93%)
2255 days ago
Portfolio
Portfolio Summary
For 12 Mar 2019
Portfolio (All)
Beta
= 0.80,
VaR
= 7.70%
Expected Shortfall
= 9.83%
Total in SGD
Current Cost
= 122,028.52,
Current Value
= 115,728.42,
Cash
= 7,522.49
Day Change
=
+835.64 (+0.73%)
P&L
=
-6,300.1 (-5.16%)
Dividends
=
+5,135.17 (+4.21%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
-1,164.92 (-0.95%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,454.49 (+2.02%)
2256 days ago
Portfolio
Portfolio Summary
For 11 Mar 2019
Portfolio (All)
Beta
= 0.81,
VaR
= 7.74%
Expected Shortfall
= 9.84%
Total in SGD
Current Cost
= 122,129.3,
Current Value
= 114,982.79,
Cash
= 7,530.46
Day Change
=
+1,118.77 (+0.98%)
P&L
=
-7,146.52 (-5.85%)
Dividends
=
+5,135.17 (+4.20%)
Closed (P&L)
=
+3,331.69 (+9.35%)
Closed (P&L + Divs)
=
+3,619.41 (+10.16%)
P&L + Dividends
=
-2,011.34 (-1.65%)
P&L + Dividends + Closed (P&L + Divs)
=
+1,608.07 (+1.32%)
See More >>>
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