Portfolios List
P&L
| Portfolio | Currency | Market Value | Cost Basis | Unrealized P&L | Realized P&L | Dividends | Total Gain/Loss |
|---|---|---|---|---|---|---|---|
| PTF_SGD | SGD | $150,918.50 | $166,409.90 | $-15,491.40 (-9.31%) | $300.00 | $63,087.34 | $47,895.94 |
| PTF_USD | USD | $97,947.50 | $70,410.00 | $27,537.50 (39.11%) | $0.00 | $0.00 | $27,537.50 |
| Total | SGD | $275,344.16 | $255,853.85 | $19,490.32 (7.62%) | $300.00 | $63,087.34 | $82,877.66 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 45.19% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 33.24% | 3.11% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 8.24% | 4.68% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.17% | 3.65% | $419.58 | $34.96 |
| ACV.SI | SGD | 15,000 | 3.87% | 101.38% | $10,797.17 | $899.76 |
| J85.SI | SGD | 10,000 | 2.69% | 6.72% | $497.00 | $41.42 |
| BUOU.SI | SGD | 8,000 | 2.60% | 6.59% | $472.00 | $39.33 |
| Total | SGD | 92,550 | 100.00% | 5.85% | $16,096.75 | $1,341.40 |
Asset Class Allocation
Sector Allocation
Upcoming Dividends
Recent Insights
Volume is unusually high compared to the past 12 months.
Volume was on a upward trend over the past 2 week(s).