Portfolios List
P&L
| Portfolio | Currency | Market Value | Cost Basis | Unrealized P&L | Realized P&L | Dividends | Total Gain/Loss |
|---|---|---|---|---|---|---|---|
| PTF_SGD | SGD | $154,147.50 | $166,409.90 | $-12,262.40 (-7.37%) | $300.00 | $61,180.34 | $49,217.94 |
| PTF_USD | USD | $95,500.00 | $70,410.00 | $25,090.00 (35.63%) | $0.00 | $0.00 | $25,090.00 |
| Total | SGD | $276,577.56 | $256,674.83 | $19,902.73 (7.75%) | $300.00 | $61,180.34 | $81,383.08 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 44.27% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 32.86% | 4.70% | $4,272.00 | $356.00 |
| C38U.SI | SGD | 10,000 | 9.04% | 6.22% | $1,556.00 | $129.67 |
| TS0U.SI | SGD | 33,300 | 4.27% | 3.55% | $419.58 | $34.96 |
| ACV.SI | SGD | 15,000 | 3.85% | 101.38% | $10,797.17 | $899.76 |
| J85.SI | SGD | 10,000 | 2.86% | 8.80% | $695.00 | $57.92 |
| BUOU.SI | SGD | 8,000 | 2.85% | 5.99% | $472.00 | $39.33 |
| Total | SGD | 92,550 | 100.00% | 6.58% | $18,211.75 | $1,517.65 |
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 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).