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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 | $135,734.00 | $166,409.90 | $-30,675.90 (-18.43%) | $300.00 | $63,087.34 | $32,711.44 |
| PTF_USD | USD | $95,875.00 | $70,410.00 | $25,465.00 (36.17%) | $0.00 | $0.00 | $25,465.00 |
| Total | SGD | $258,535.52 | $256,594.57 | $1,940.95 (0.76%) | $300.00 | $63,087.34 | $65,328.30 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 47.50% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 34.14% | 3.23% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 8.59% | 4.79% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.38% | 3.71% | $419.58 | $34.96 |
| BUOU.SI | SGD | 8,000 | 2.72% | 6.70% | $472.00 | $39.33 |
| J85.SI | SGD | 10,000 | 2.67% | 7.20% | $497.00 | $41.42 |
| Total | SGD | 77,550 | 100.00% | 2.05% | $5,299.58 | $441.63 |
Asset Class Allocation
Sector Allocation
Recent Insights
Volume is unusually high compared to the past 12 months.
Price change (%) is unusually low compared to the past 12 months.