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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 | $134,945.00 | $166,409.90 | $-31,464.90 (-18.91%) | $300.00 | $63,087.34 | $31,922.44 |
| PTF_USD | USD | $94,050.00 | $70,410.00 | $23,640.00 (33.57%) | $0.00 | $0.00 | $23,640.00 |
| Total | SGD | $255,229.32 | $256,460.07 | $-1,230.76 (-0.48%) | $300.00 | $63,087.34 | $62,156.59 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 47.13% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 33.41% | 3.34% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 9.29% | 4.49% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.57% | 3.60% | $419.58 | $34.96 |
| BUOU.SI | SGD | 8,000 | 2.81% | 9.89% | $708.00 | $59.00 |
| J85.SI | SGD | 10,000 | 2.80% | 6.95% | $497.00 | $41.42 |
| Total | SGD | 77,550 | 100.00% | 2.17% | $5,535.58 | $461.30 |
Asset Class Allocation
Sector Allocation
Recent Insights
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).
Price change (%) is unusually high compared to the past 12 months.