Portfolios List
P&L
| Portfolio | Currency | Market Value | Cost Basis | Unrealized P&L | Realized P&L | Dividends | Total Gain/Loss |
|---|---|---|---|---|---|---|---|
| PTF_SGD | SGD | $144,144.50 | $166,409.90 | $-22,265.40 (-13.38%) | $300.00 | $58,023.76 | $36,058.36 |
| PTF_USD | USD | $117,000.00 | $70,410.00 | $46,590.00 (66.17%) | $0.00 | $0.00 | $46,590.00 |
| Total | SGD | $292,743.88 | $255,836.24 | $36,907.63 (14.43%) | $300.00 | $58,023.76 | $95,231.40 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 50.76% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 27.52% | 5.26% | $4,240.00 | $353.33 |
| C38U.SI | SGD | 10,000 | 8.16% | 4.29% | $1,026.00 | $85.50 |
| TS0U.SI | SGD | 33,300 | 4.15% | 0.00% | $0.00 | $0.00 |
| ACV.SI | SGD | 15,000 | 3.64% | 102.83% | $10,951.02 | $912.59 |
| J85.SI | SGD | 10,000 | 3.01% | 8.65% | $761.00 | $63.42 |
| BUOU.SI | SGD | 8,000 | 2.76% | 5.89% | $476.00 | $39.67 |
| Total | SGD | 92,550 | 100.00% | 5.96% | $17,454.02 | $1,454.50 |
Asset Class Allocation
Sector Allocation
Recent Insights
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.
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.