Portfolios List
P&L
| Portfolio | Currency | Market Value | Cost Basis | Unrealized P&L | Realized P&L | Dividends | Total Gain/Loss |
|---|---|---|---|---|---|---|---|
| PTF_SGD | SGD | $155,257.50 | $166,409.90 | $-11,152.40 (-6.70%) | $300.00 | $61,180.34 | $50,327.94 |
| PTF_USD | USD | $93,300.00 | $70,410.00 | $22,890.00 (32.51%) | $0.00 | $0.00 | $22,890.00 |
| Total | SGD | $274,856.93 | $256,667.09 | $18,189.84 (7.09%) | $300.00 | $61,180.34 | $79,670.18 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 43.51% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 33.48% | 3.03% | $2,784.00 | $232.00 |
| C38U.SI | SGD | 10,000 | 9.06% | 6.25% | $1,556.00 | $129.67 |
| TS0U.SI | SGD | 33,300 | 4.30% | 3.55% | $419.58 | $34.96 |
| ACV.SI | SGD | 15,000 | 3.87% | 101.38% | $10,797.17 | $899.76 |
| J85.SI | SGD | 10,000 | 2.89% | 8.74% | $695.00 | $57.92 |
| BUOU.SI | SGD | 8,000 | 2.88% | 5.96% | $472.00 | $39.33 |
| Total | SGD | 92,550 | 100.00% | 6.08% | $16,723.75 | $1,393.65 |
Asset Class Allocation
Sector Allocation
Upcoming Dividends
Recent Insights
Volume was on a upward trend over the past 1 month(s).
Volume was on a upward trend over the past 1 month(s).
Volume was on a upward trend over the past 2 week(s).