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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 | $135,209.00 | $166,409.90 | $-31,200.90 (-18.75%) | $300.00 | $63,087.34 | $32,186.44 |
| PTF_USD | USD | $93,625.00 | $70,410.00 | $23,215.00 (32.97%) | $0.00 | $0.00 | $23,215.00 |
| Total | SGD | $254,782.19 | $256,334.05 | $-1,551.86 (-0.61%) | $300.00 | $63,087.34 | $61,835.49 |
Portfolio Characteristics
| Stock | Currency | Quantity | Allocation | Yield | Div. per year | Div. per month |
|---|---|---|---|---|---|---|
| O87.SI | USD | 250 | 46.93% | 0.00% | $0.00 | $0.00 |
| ES3.SI | SGD | 16,000 | 34.41% | 3.25% | $2,848.00 | $237.33 |
| C38U.SI | SGD | 10,000 | 8.83% | 4.72% | $1,063.00 | $88.58 |
| TS0U.SI | SGD | 33,300 | 4.31% | 3.82% | $419.58 | $34.96 |
| BUOU.SI | SGD | 8,000 | 2.76% | 6.70% | $472.00 | $39.33 |
| J85.SI | SGD | 10,000 | 2.75% | 7.10% | $497.00 | $41.42 |
| Total | SGD | 77,550 | 100.00% | 2.08% | $5,299.58 | $441.63 |
Asset Class Allocation
Sector Allocation
Recent Insights
Price change (%) is unusually high compared to the past 12 months.