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Dashboard

Top 10 Holdings
By Market
By Sector

Holdings

Symbol Name Sector Market Value (USD) ▼ Value (SGD) Unreal. % YTD P&L Day % Total Ret %

P&L Detail

SymbolNameMarket Cost (USD)Value (USD) Unreal. P&LUnreal. % YTD P&LYTD % Day P&LDay % Divs NetTotal RetTotal %

Sectors & Markets

Value by sector
P&L by sector
By market
By currency
Sector# HoldingsValue (USD) % of PortfolioUnreal. P&L Unreal. %YTD P&L

Dividend Income

Yield on cost (net of WHT) — ranked
Withholding tax by market

WHT rates (Singapore tax resident):
US 30% • SG 0% • HK 0% • JP/CA/EU/CH 15%
Singapore individuals are not further taxed on foreign dividends.
SymbolNameMarketCCY Cost (USD)Divs Gross WHT RateWHT Amt Divs NetYield on Cost

NAV History

All time
Custom: to
Portfolio vs benchmark in USD • hover or tap to inspect
Cumulative unrealized P&L (USD) • NAV minus cost basis
Portfolio S&P 500
All-time high (5yr)
Max drawdown (5yr)
Best day (5yr)
Worst day (5yr)
Year-by-year return (portfolio vs benchmark)

Performance

Custom range: to
Period Summary
Cumulative unrealized P&L (USD) • NAV minus cost basis • hover to inspect
Annual P&L