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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 | $135,678.00 | $166,409.90 | $-30,731.90 (-18.47%) | $300.00 | $63,087.34 | $32,655.44 |
| PTF_USD | USD | $91,650.00 | $70,410.00 | $21,240.00 (30.17%) | $0.00 | $0.00 | $21,240.00 |
| Total | SGD | $253,078.00 | $256,602.31 | $-3,524.31 (-1.37%) | $300.00 | $63,087.34 | $59,863.04 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 46.39% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 34.59% | 3.25% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 8.97% | 4.68% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.47% | 3.71% | $419.58 | $34.96 |
| BUOU.SI | SGD | 8,000 | 2.81% | 6.63% | $472.00 | $39.33 |
| J85.SI | SGD | 10,000 | 2.77% | 7.10% | $497.00 | $41.42 |
| Total | SGD | 77,550 | 100.00% | 2.09% | $5,299.58 | $441.63 |
Asset Class Allocation
Sector Allocation
Recent Insights
Price change (%) is unusually high compared to the past 12 months.
Price change (%) is unusually high compared to the past 12 months.