Portfolios List
P&L
| Portfolio | Currency | Market Value | Cost Basis | Unrealized P&L | Realized P&L | Dividends | Total Gain/Loss |
|---|---|---|---|---|---|---|---|
| PTF_SGD | SGD | $152,671.50 | $166,409.90 | $-13,738.40 (-8.26%) | $300.00 | $63,087.34 | $49,648.94 |
| PTF_USD | USD | $98,737.50 | $70,410.00 | $28,327.50 (40.23%) | $0.00 | $0.00 | $28,327.50 |
| Total | SGD | $277,786.74 | $255,629.94 | $22,156.80 (8.67%) | $300.00 | $63,087.34 | $85,544.14 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 45.04% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 33.35% | 3.07% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 8.24% | 4.64% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.26% | 3.55% | $419.58 | $34.96 |
| ACV.SI | SGD | 15,000 | 3.83% | 101.38% | $10,797.17 | $899.76 |
| J85.SI | SGD | 10,000 | 2.70% | 6.63% | $497.00 | $41.42 |
| BUOU.SI | SGD | 8,000 | 2.58% | 6.59% | $472.00 | $39.33 |
| Total | SGD | 92,550 | 100.00% | 5.79% | $16,096.75 | $1,341.40 |
Asset Class Allocation
Sector Allocation
Upcoming Dividends
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).