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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 | $135,379.00 | $166,409.90 | $-31,030.90 (-18.65%) | $300.00 | $63,087.34 | $32,356.44 |
| PTF_USD | USD | $94,320.00 | $70,410.00 | $23,910.00 (33.96%) | $0.00 | $0.00 | $23,910.00 |
| Total | SGD | $255,917.14 | $256,391.78 | $-474.63 (-0.19%) | $300.00 | $63,087.34 | $62,912.71 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 47.10% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 34.39% | 3.24% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 8.71% | 4.77% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.29% | 3.82% | $419.58 | $34.96 |
| J85.SI | SGD | 10,000 | 2.75% | 7.05% | $497.00 | $41.42 |
| BUOU.SI | SGD | 8,000 | 2.75% | 6.70% | $472.00 | $39.33 |
| Total | SGD | 77,550 | 100.00% | 2.07% | $5,299.58 | $441.63 |
Asset Class Allocation
Sector Allocation
Recent Insights
Price change (%) is unusually high compared to the past 12 months.