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Portfolios List
P&L
| Portfolio | Currency | Market Value | Cost Basis | Unrealized P&L | Realized P&L | Dividends | Total Gain/Loss |
|---|---|---|---|---|---|---|---|
| PTF_SGD | SGD | $133,424.50 | $166,409.90 | $-32,985.40 (-19.82%) | $300.00 | $63,087.34 | $30,401.94 |
| PTF_USD | USD | $93,475.00 | $70,410.00 | $23,065.00 (32.76%) | $0.00 | $0.00 | $23,065.00 |
| Total | SGD | $253,304.34 | $256,709.33 | $-3,404.99 (-1.33%) | $300.00 | $63,087.34 | $59,982.35 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 47.33% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 33.14% | 3.39% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 9.24% | 4.54% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.54% | 3.65% | $419.58 | $34.96 |
| BUOU.SI | SGD | 8,000 | 2.92% | 9.57% | $708.00 | $59.00 |
| J85.SI | SGD | 10,000 | 2.84% | 6.90% | $497.00 | $41.42 |
| Total | SGD | 77,550 | 100.00% | 2.19% | $5,535.58 | $461.30 |
Asset Class Allocation
Sector Allocation
Recent Insights
Price change (%) is unusually low compared to the past 12 months.
Volume was on a upward trend over the past 2 week(s).
Price change (%) is unusually high compared to the past 12 months.