Portfolios List
P&L
| Portfolio | Currency | Market Value | Cost Basis | Unrealized P&L | Realized P&L | Dividends | Total Gain/Loss |
|---|---|---|---|---|---|---|---|
| PTF_SGD | SGD | $142,688.00 | $166,409.90 | $-23,721.90 (-14.26%) | $300.00 | $58,023.76 | $34,601.86 |
| PTF_USD | USD | $106,525.00 | $70,410.00 | $36,115.00 (51.29%) | $0.00 | $0.00 | $36,115.00 |
| Total | SGD | $278,230.43 | $255,999.60 | $22,230.83 (8.68%) | $300.00 | $58,023.76 | $80,554.60 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 48.72% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 28.58% | 3.62% | $2,880.00 | $240.00 |
| C38U.SI | SGD | 10,000 | 8.52% | 4.33% | $1,026.00 | $85.50 |
| TS0U.SI | SGD | 33,300 | 4.31% | 0.00% | $0.00 | $0.00 |
| ACV.SI | SGD | 15,000 | 3.83% | 102.83% | $10,951.02 | $912.59 |
| J85.SI | SGD | 10,000 | 3.14% | 8.70% | $761.00 | $63.42 |
| BUOU.SI | SGD | 8,000 | 2.90% | 5.89% | $476.00 | $39.67 |
| Total | SGD | 92,550 | 100.00% | 5.78% | $16,094.02 | $1,341.17 |
Asset Class Allocation
Sector Allocation
Recent Insights
Volume was on a upward trend over the past 2 week(s).
Volume is unusually high compared to the past 12 months.
Price change (%) is unusually low compared to the past 12 months.
Volume was on a upward trend over the past 2 week(s).
Volume is unusually high compared to the past 12 months.
Volume is unusually high compared to the past 12 months.
Price change (%) is unusually low compared to the past 12 months.
Price change (%) is unusually high compared to the past 12 months.
Volume is unusually high compared to the past 12 months.
Price change (%) is unusually high compared to the past 12 months.
Volume was on a upward trend over the past 2 week(s).
Volume is unusually high compared to the past 12 months.
Volume was on a upward trend over the past 2 week(s).