Portfolios List
P&L
| Portfolio | Currency | Market Value | Cost Basis | Unrealized P&L | Realized P&L | Dividends | Total Gain/Loss |
|---|---|---|---|---|---|---|---|
| PTF_SGD | SGD | $142,150.50 | $166,409.90 | $-24,259.40 (-14.58%) | $300.00 | $60,524.76 | $36,565.36 |
| PTF_USD | USD | $107,950.00 | $70,410.00 | $37,540.00 (53.32%) | $0.00 | $0.00 | $37,540.00 |
| Total | SGD | $280,021.03 | $256,335.46 | $23,685.57 (9.24%) | $300.00 | $60,524.76 | $84,510.33 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 49.24% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 28.29% | 3.51% | $2,784.00 | $232.00 |
| C38U.SI | SGD | 10,000 | 8.61% | 6.46% | $1,556.00 | $129.67 |
| TS0U.SI | SGD | 33,300 | 4.34% | 0.00% | $0.00 | $0.00 |
| ACV.SI | SGD | 15,000 | 3.80% | 102.83% | $10,951.02 | $912.59 |
| J85.SI | SGD | 10,000 | 2.91% | 5.89% | $480.00 | $40.00 |
| BUOU.SI | SGD | 8,000 | 2.81% | 6.04% | $476.00 | $39.67 |
| Total | SGD | 92,550 | 100.00% | 5.80% | $16,247.02 | $1,353.92 |
Asset Class Allocation
Sector Allocation
Upcoming Dividends
Recent Insights
Volume was on a upward trend over the past 2 week(s).