Wealth Portfolio · Private
Demo: sak / family2026
SAK Portfolio Overview
SAK Family · Wealth Portfolio
Display currency
Overview
Positions
Analysis
Settings
SAK Portfolio Overview
As of 3 April 2026 · Amounts in AED
Total Portfolio
-
-
-
Annual Income
-
Run-rate all assets
-
Fixed Deposits
-
-
-
Equities Value
-
-
-
Asset Allocation
7 classes
Family Breakdown
4 members
Currency Exposure
Largest Fixed Deposits
Top 6
Bank · AccountAEDRate
Asset Allocation
Full breakdown by asset class
By Asset Class
Asset ClassValue (AED)Value (USD)WeightIncome (AED)Yield
Total100.0%
Currency Exposure
CurrencyValue (AED)WeightFX RateUSD Equiv.
Total100.0%-
Equities
SEC-verified dividends · Prices from INPUTS
CCY
Member
G/L
Div
Market Value
-
Invested
-
Unrealised G/L
-
Annual Dividends
-
All Positions
28 positions
TickerCustodianCCYUnitsCostPriceInvested(AED)Value(AED)G/L(AED)G/L%Div/yr
Total-----
Fixed Deposits
31 deposits across 9 institutions
Bank
Member
CCY
Status
Total Value
-
Annual Income
-
Avg Rate
-
Sofyan  Samar  Ghadeer  Omar
BankAccountCCYStartMaturityAmount(AED)RateIncomeStatus
Total---
Alternatives
Fixed Income · Options · Private Equity · Gold
Real Estate
Dubai properties (not included in liquid total)
Market Value
AED 5.80M
Net Annual Income
AED 373,235
Net Yield
6.44%
PropertyStartEndGross RentCostsNet IncomeMarket ValueYield
MR4 1010 DubaiAug 2023Aug 2024187,000-27,500159,5003,500,0004.56%
EFT S2207 DubaiSep 2023Dec 2024250,000-36,265213,7352,300,0009.29%
Total437,000-63,765373,2355,800,0006.44%
Income Analysis
Annual run-rate all sources
Total Annual Income
-
Portfolio Yield
-
Monthly Average
-
By Source
Breakdown
SourceAED/Year% TotalYield
Total-100%-
2026 Quarterly Forecast
Estimated
SourceQ1Q2Q3Q4Total 2026
Total-----
Family Breakdown
Portfolio Share
Summary
MemberValue(AED)Value(USD)ShareCustodians
Total--100%
Update Prices & Rates
Changes recalculate everything instantly
Yellow fields are editable. All charts and tables update instantly.
FX Rates (to AED)
Update market rates as needed.
Equity Prices (local CCY)
Update current market prices.
Dividends (per share, local CCY)
Annual dividend per share — verified from SEC filings & official sources.
Details