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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 | $134,704.50 | $166,409.90 | $-31,705.40 (-19.05%) | $300.00 | $63,087.34 | $31,681.94 |
| PTF_USD | USD | $92,450.00 | $70,410.00 | $22,040.00 (31.30%) | $0.00 | $0.00 | $22,040.00 |
| Total | SGD | $253,084.90 | $256,568.51 | $-3,483.62 (-1.36%) | $300.00 | $63,087.34 | $59,903.73 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 46.77% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 33.80% | 3.33% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 9.21% | 4.56% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.54% | 3.65% | $419.58 | $34.96 |
| BUOU.SI | SGD | 8,000 | 2.88% | 6.48% | $472.00 | $39.33 |
| J85.SI | SGD | 10,000 | 2.81% | 7.00% | $497.00 | $41.42 |
| Total | SGD | 77,550 | 100.00% | 2.09% | $5,299.58 | $441.63 |
Asset Class Allocation
Sector Allocation
Recent Insights
Volume was on a upward trend over the past 2 week(s).