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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)
23 Apr 2019
2213 days ago
Portfolio
Portfolio Summary
For 23 Apr 2019
Portfolio (All)
Beta
= 1.35,
VaR
= 41.29%
Expected Shortfall
= 218.27%
Total in SGD
Current Cost
= 361,102.47,
Current Value
= 211,293.84,
Cash
= -129,780.43
Day Change
=
-144,871.44 (-40.68%)
P&L
=
-149,808.63 (-41.49%)
Dividends
=
+5,239.09 (+1.45%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
-144,569.54 (-40.04%)
P&L + Dividends + Closed (P&L + Divs)
=
-140,950.13 (-39.01%)
2214 days ago
Portfolio
Portfolio Summary
For 22 Apr 2019
Portfolio (All)
Beta
= 1.37,
VaR
= 37.59%
Expected Shortfall
= 219.35%
Total in SGD
Current Cost
= 214,004.48,
Current Value
= 209,265.27,
Cash
= -129,709.63
Day Change
=
+264.85 (+0.13%)
P&L
=
-4,739.21 (-2.21%)
Dividends
=
+5,239.09 (+2.45%)
Closed (P&L)
=
+3,331.69 (+9.38%)
Closed (P&L + Divs)
=
+3,619.41 (+10.19%)
P&L + Dividends
=
+499.88 (+0.23%)
P&L + Dividends + Closed (P&L + Divs)
=
+4,119.29 (+1.92%)
19 Apr 2019
2218 days ago
Portfolio
Portfolio Summary
For 18 Apr 2019
Portfolio (All)
Beta
= 1.44,
VaR
= 42.60%
Expected Shortfall
= 234.46%
Total in SGD
Current Cost
= 203,779.72,
Current Value
= 199,126.32,
Cash
= -129,531.15
Day Change
=
-754.59 (-0.38%)
P&L
=
-4,653.4 (-2.28%)
Dividends
=
+2,915.29 (+1.43%)
Closed (P&L)
=
+3,331.69 (+9.39%)
Closed (P&L + Divs)
=
+3,619.41 (+10.20%)
P&L + Dividends
=
-1,738.11 (-0.85%)
P&L + Dividends + Closed (P&L + Divs)
=
+1,881.3 (+0.92%)
2219 days ago
Portfolio
Portfolio Summary
For 17 Apr 2019
Portfolio (All)
Beta
= 1.43,
VaR
= 42.57%
Expected Shortfall
= 234.46%
Total in SGD
Current Cost
= 203,106.62,
Current Value
= 199,190.73,
Cash
= -129,070.04
Day Change
=
+699.88 (+0.35%)
P&L
=
-3,915.89 (-1.93%)
Dividends
=
+2,915.29 (+1.44%)
Closed (P&L)
=
+3,331.69 (+9.38%)
Closed (P&L + Divs)
=
+3,619.41 (+10.19%)
P&L + Dividends
=
-1,000.6 (-0.49%)
P&L + Dividends + Closed (P&L + Divs)
=
+2,618.81 (+1.29%)
2220 days ago
Portfolio
Portfolio Summary
For 16 Apr 2019
Portfolio (All)
Beta
= 1.43,
VaR
= 42.62%
Expected Shortfall
= 234.46%
Total in SGD
Current Cost
= 202,977.92,
Current Value
= 198,368.92,
Cash
= -128,996.10
Day Change
=
+2,300.65 (+1.17%)
P&L
=
-4,609 (-2.27%)
Dividends
=
+2,915.29 (+1.44%)
Closed (P&L)
=
+3,331.69 (+9.39%)
Closed (P&L + Divs)
=
+3,619.41 (+10.20%)
P&L + Dividends
=
-1,693.71 (-0.83%)
P&L + Dividends + Closed (P&L + Divs)
=
+1,925.7 (+0.95%)
15 Apr 2019
2221 days ago
Portfolio
Portfolio Summary
For 15 Apr 2019
Portfolio (All)
Beta
= 1.46,
VaR
= 42.67%
Expected Shortfall
= 234.46%
Total in SGD
Current Cost
= 202,955.22,
Current Value
= 196,414.65,
Cash
= -128,963.60
Day Change
=
+378.17 (+0.19%)
P&L
=
-6,540.57 (-3.22%)
Dividends
=
+2,915.29 (+1.44%)
Closed (P&L)
=
+3,331.69 (+9.39%)
Closed (P&L + Divs)
=
+3,619.41 (+10.20%)
P&L + Dividends
=
-3,625.29 (-1.79%)
P&L + Dividends + Closed (P&L + Divs)
=
-5.87 (0.0%)
13 Apr 2019
2224 days ago
Portfolio
Portfolio Summary
For 12 Apr 2019
Portfolio (All)
Beta
= 0.84,
VaR
= 7.51%
Expected Shortfall
= 11.17%
Total in SGD
Current Cost
= 75,030.9,
Current Value
= 77,946.81,
Cash
= -951.01
Day Change
=
+17.98 (+0.02%)
P&L
=
+2,915.91 (+3.89%)
Dividends
=
+2,915.29 (+3.89%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
+5,831.2 (+7.77%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,450.61 (+12.64%)
2225 days ago
Portfolio
Portfolio Summary
For 11 Apr 2019
Portfolio (All)
Beta
= 0.84,
VaR
= 7.52%
Expected Shortfall
= 11.17%
Total in SGD
Current Cost
= 74,922.28,
Current Value
= 77,821.43,
Cash
= -945.77
Day Change
=
-342.07 (-0.44%)
P&L
=
+2,899.14 (+3.87%)
Dividends
=
+2,915.29 (+3.89%)
Closed (P&L)
=
+3,331.69 (+9.39%)
Closed (P&L + Divs)
=
+3,619.41 (+10.20%)
P&L + Dividends
=
+5,814.43 (+7.76%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,433.84 (+12.62%)
2226 days ago
Portfolio
Portfolio Summary
For 10 Apr 2019
Portfolio (All)
Beta
= 0.84,
VaR
= 7.57%
Expected Shortfall
= 11.02%
Total in SGD
Current Cost
= 74,965.47,
Current Value
= 78,205.59,
Cash
= -950.28
Day Change
=
+538.49 (+0.69%)
P&L
=
+3,240.12 (+4.32%)
Dividends
=
+2,915.29 (+3.89%)
Closed (P&L)
=
+3,331.69 (+9.38%)
Closed (P&L + Divs)
=
+3,619.41 (+10.19%)
P&L + Dividends
=
+6,155.41 (+8.21%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,774.82 (+13.08%)
2227 days ago
Portfolio
Portfolio Summary
For 9 Apr 2019
Portfolio (All)
Beta
= 0.84,
VaR
= 7.55%
Expected Shortfall
= 11.02%
Total in SGD
Current Cost
= 74,969.07,
Current Value
= 77,672.43,
Cash
= -945.05
Day Change
=
-118.26 (-0.15%)
P&L
=
+2,703.36 (+3.61%)
Dividends
=
+2,915.29 (+3.89%)
Closed (P&L)
=
+3,331.69 (+9.38%)
Closed (P&L + Divs)
=
+3,619.41 (+10.19%)
P&L + Dividends
=
+5,618.65 (+7.49%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,238.06 (+12.36%)
2228 days ago
Portfolio
Portfolio Summary
For 8 Apr 2019
Portfolio (All)
Beta
= 0.84,
VaR
= 7.53%
Expected Shortfall
= 11.02%
Total in SGD
Current Cost
= 74,992.82,
Current Value
= 77,815.2,
Cash
= -943.48
Day Change
=
+56.82 (+0.07%)
P&L
=
+2,822.38 (+3.76%)
Dividends
=
+2,915.29 (+3.89%)
Closed (P&L)
=
+3,331.69 (+9.37%)
Closed (P&L + Divs)
=
+3,619.41 (+10.18%)
P&L + Dividends
=
+5,737.67 (+7.65%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,357.08 (+12.52%)
6 Apr 2019
2231 days ago
Portfolio
Portfolio Summary
For 5 Apr 2019
Portfolio (All)
Beta
= 0.84,
VaR
= 8.95%
Expected Shortfall
= 12.71%
Total in SGD
Current Cost
= 68,310.38,
Current Value
= 71,076.67,
Cash
= 6,886.87
Day Change
=
-40.87 (-0.06%)
P&L
=
+2,766.29 (+4.05%)
Dividends
=
+2,915.29 (+4.27%)
Closed (P&L)
=
+3,331.69 (+9.38%)
Closed (P&L + Divs)
=
+3,619.41 (+10.19%)
P&L + Dividends
=
+5,681.58 (+8.32%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,300.99 (+13.66%)
2232 days ago
Portfolio
Portfolio Summary
For 4 Apr 2019
Portfolio (All)
Beta
= 0.84,
VaR
= 9.19%
Expected Shortfall
= 12.73%
Total in SGD
Current Cost
= 62,534.88,
Current Value
= 65,317.99,
Cash
= 6,882.79
Day Change
=
+65.22 (+0.10%)
P&L
=
+2,783.1 (+4.45%)
Dividends
=
+2,915.29 (+4.66%)
Closed (P&L)
=
+3,331.69 (+9.39%)
Closed (P&L + Divs)
=
+3,619.41 (+10.20%)
P&L + Dividends
=
+5,698.39 (+9.11%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,317.8 (+14.94%)
2233 days ago
Portfolio
Portfolio Summary
For 3 Apr 2019
Portfolio (All)
Beta
= 0.60,
VaR
= 16.55%
Expected Shortfall
= 64.27%
Total in SGD
Current Cost
= 88,686.95,
Current Value
= 92,666.37,
Cash
= 7,355.45
Day Change
=
+761.53 (+0.83%)
P&L
=
+3,979.42 (+4.49%)
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
=
+7,212.39 (+8.13%)
P&L + Dividends + Closed (P&L + Divs)
=
+10,831.8 (+12.23%)
2234 days ago
Portfolio
Portfolio Summary
For 2 Apr 2019
Portfolio (All)
Beta
= 0.59,
VaR
= 16.55%
Expected Shortfall
= 64.27%
Total in SGD
Current Cost
= 88,725.4,
Current Value
= 91,940.46,
Cash
= 7,358.87
Day Change
=
+348.53 (+0.38%)
P&L
=
+3,215.06 (+3.62%)
Dividends
=
+3,232.97 (+3.64%)
Closed (P&L)
=
+3,331.69 (+9.38%)
Closed (P&L + Divs)
=
+3,619.41 (+10.19%)
P&L + Dividends
=
+6,448.03 (+7.27%)
P&L + Dividends + Closed (P&L + Divs)
=
+10,067.44 (+11.37%)
2235 days ago
Portfolio
Portfolio Summary
For 1 Apr 2019
Portfolio (All)
Beta
= 0.59,
VaR
= 16.54%
Expected Shortfall
= 64.27%
Total in SGD
Current Cost
= 88,672.42,
Current Value
= 91,543.04,
Cash
= 7,354.21
Day Change
=
+753.27 (+0.83%)
P&L
=
+2,870.62 (+3.24%)
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
=
+6,103.59 (+6.88%)
P&L + Dividends + Closed (P&L + Divs)
=
+9,723.01 (+10.98%)
See More >>>
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