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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 | $133,961.00 | $166,409.90 | $-32,448.90 (-19.50%) | $300.00 | $63,087.34 | $30,938.44 |
| PTF_USD | USD | $89,325.00 | $70,410.00 | $18,915.00 (26.86%) | $0.00 | $0.00 | $18,915.00 |
| Total | SGD | $248,916.94 | $257,023.36 | $-8,106.43 (-3.15%) | $300.00 | $63,087.34 | $55,280.92 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 46.18% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 34.20% | 3.35% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 9.36% | 4.56% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.68% | 3.60% | $419.58 | $34.96 |
| BUOU.SI | SGD | 8,000 | 2.86% | 9.94% | $708.00 | $59.00 |
| J85.SI | SGD | 10,000 | 2.71% | 7.36% | $497.00 | $41.42 |
| Total | SGD | 77,550 | 100.00% | 2.22% | $5,535.58 | $461.30 |
Asset Class Allocation
Sector Allocation
Recent Insights
Volume is unusually high compared to the past 12 months.
Volume was on a upward trend over the past 2 week(s).
Volume was on a upward trend over the past 2 week(s).
Price change (%) is unusually low compared to the past 12 months.
Volume was on a upward trend over the past 2 week(s).
Volume was on a upward trend over the past 2 week(s).
Price change (%) is unusually low compared to the past 12 months.
Volume was on a upward trend over the past 2 week(s).