Highlights

Tan KW's Portfolio: Stock Pick 2019 - Tan KW  (Tag: SP2019)

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Portfolio : Stock Pick 2019 - Tan KW - Monthly Snapshot at [Apr 19]

Change in Value: +13,967.00  |  11.35% over beginning value of 123,098.85  |  Ending Value: 137,065.85

Change in Value: +13,967.00  |  11.35% over beginning value of 123,098.85

Capital Change % Current Return % Change in Value %
0.00 0.00% +13,967.00 11.35% +13,967.00 11.35%

Ending Value: 137,065.85  |  Change in Value: +13,967.00  |  11.35% over beginning value of 123,098.85

Beginning Value Change in Value % Ending Value Value
123,098.85 +13,967.00 11.35% 137,065.85

Total Capital: 100,000.00  |  Capital Change: 0.00

Net Cash Deposit: 0.00

Net Cash Deposit: 0.00  |  Cash Deposit: 0.00  |  Cash Withdrawal: 0.00

Cash Deposit # of Transactions Cash Withdrawal # of Transactions Net Cash Deposit
0.00 0 0.00 0 0.00
Net Share Deposit: 0.00

Net Share Deposit: 0.00  |  Share Deposit: 0.00  |  Share Withdrawal: 0.00

Share Deposit # of Transactions Share Withdrawal # of Transactions Net Share Deposit
0.00 0 0.00 0 0.00
Total Capital: 100,000.00

Capital Change: 0.00  |  Net Cash Deposit: 0.00  |  Net Share Deposit: 0.00

Net Cash Deposit # of Transactions Net Share Deposit # of Transactions Capital Change
0.00 0 0.00 0 0.00

Total Capital: 100,000.00  |  Previous Capital: 100,000.00  |  Capital Change: 0.00

Previous Capital Net Cash Deposit Net Share Deposit Capital Change Total Capital
100,000.00 0.00 0.00 0.00 100,000.00

Current Return: +13,967.00  |  IRR: 286.78%  |  13.97% return over total capital of 100,000.00  |  11.35% return over beginning value of 123,098.85

Capital Gain: +13,831.00

Change in UnRealized Gain: +13,831.00  |  13.83% return over total capital of 100,000.00

Previous UnRealized Gain Current UnRealized Gain Change in UnRealized Gain %
+22,414.75 +36,245.75 +13,831.00 13.83%

Capital Gain: +13,831.00  |  13.83% return over total capital of 100,000.00

Realized Gain # of Transactions % Change in UnRealized Gain % Capital Gain %
0.00 0 0.00% +13,831.00 13.83% +13,831.00 13.83%
Net Misc Income: 0.00

Net Misc Income: 0.00  |  Misc Income: 0.00  |  Misc Charges 0.00

Misc Income # of Transactions % Misc Charges # of Transactions % Net Misc Income %
0.00 0 0.00% 0.00 0 0.00% 0.00 0.00%
Dividend: +136.00

Dividend: +136.00  |  0.14% return over total capital of 100,000.00  |  1 dividends received.

Stock Ex. Date Payment Date Type Average Cost Shares Per Share Charges Net Amount Note
VS 10-Apr-2019 30-Apr-2019 Dividend 9,950.91 13,600 0.01 0.00 +136.00  - 
Total Capital: 100,000.00 +136.00 [0.14%]
Current Return: +13,967.00

Current Return: +13,967.00  |  13.97% return over total capital of 100,000.00  |  11.35% return over beginning value of 123,098.85

Capital Gain % Dividend % Interest % Net Misc Income % Current Return %
+13,831.00 13.83% +136.00 0.14% 0.00 0.00% 0.00 0.00% +13,967.00 13.97%
Stock Monthly Performance: +13,967.00

Monthly Return: +13,967.00  |  Dividend: +136.00  |  Monthly Capital Gain: +13,831.00

Stock Name Prev. Month Price Prev. Month Qty. Prev. Month Value Buy Sell Dividend Monthly Return IRR (%) Δ Qty. Month End Price Month End Qty. Month End Value
AAX 0.245 42,500 10,412.50 0.00 0.00 0.00 -425.00 -40.81 0 0.235 42,500 9,987.50
AIRASIA 2.66 3,400 9,044.00 0.00 0.00 0.00 +238.00 38.67 0 2.73 3,400 9,282.00
ATAIMS 1.71 6,100 10,431.00 0.00 0.00 0.00 +549.00 90.71 0 1.80 6,100 10,980.00
BIMB-WA 0.265 71,700 19,000.50 0.00 0.00 0.00 +8,604.00 10,907.01 0 0.385 71,700 27,604.50
JHM 1.28 11,700 14,976.00 0.00 0.00 0.00 -117.00 -9.39 0 1.27 11,700 14,859.00
MAYBULK 0.535 17,800 9,523.00 0.00 0.00 0.00 +801.00 176.34 0 0.58 17,800 10,324.00
MI 2.25 4,400 9,900.00 0.00 0.00 0.00 -132.00 -15.54 0 2.22 4,400 9,768.00
PENTA 3.51 3,600 12,636.00 0.00 0.00 0.00 +2,916.00 1,264.52 0 4.32 3,600 15,552.00
TUNEPRO 0.67 17,800 11,926.00 0.00 0.00 0.00 +445.00 58.57 0 0.695 17,800 12,371.00
VS 1.07 13,600 14,552.00 0.00 0.00 +136.00 +1,088.00 149.20 0 1.14 13,600 15,504.00
+136.00 +13,967.00

Cumulative Return: +37,065.85  |  IRR: 160.91%  |  UnRealized Gain/(Loss): +36,245.75  |  Stock Performance: +37,065.85

All Time Performance: +37,065.85  |  IRR: 160.91%  |  37.07% return over total capital of 100,000.00

Total Capital All Time Performance % Market Value
100,000.00 +37,065.85 37.07% 137,065.85

UnRealized Gain/(Loss): +36,245.75  |  36.25% return over stock cost of 99,986.25  |  10 stocks...

Stock Name     Price Qty. Average Cost Per Share Market Value Per Share Unrealized Gain / (Loss) %
AAX MYR 0.235 42,500 10,010.49 0.235 9,987.50 0.235 -22.99 -0.23%
AIRASIA MYR 2.73 3,400 10,122.13 2.977 9,282.00 2.73 -840.13 -8.30%
ATAIMS MYR 1.80 6,100 10,089.09 1.653 10,980.00 1.80 +890.91 8.83%
BIMB-WA MYR 0.385 71,700 10,062.06 0.140 27,604.50 0.385 +17,542.44 174.34%
JHM MYR 1.27 11,700 9,967.94 0.851 14,859.00 1.27 +4,891.06 49.07%
MAYBULK MYR 0.58 17,800 9,990.97 0.561 10,324.00 0.58 +333.03 3.33%
MI MYR 2.22 4,400 9,878.82 2.245 9,768.00 2.22 -110.82 -1.12%
PENTA MYR 4.32 3,600 9,922.87 2.756 15,552.00 4.32 +5,629.13 56.73%
TUNEPRO MYR 0.695 17,800 9,990.97 0.561 12,371.00 0.695 +2,380.03 23.82%
VS MYR 1.14 13,600 9,950.91 0.731 15,504.00 1.14 +5,553.09 55.80%
99,986.25 136,232.00 +36,245.75 36.25%

Stock Performance: +37,065.85  |  37.38% return over balance cost of 99,166.15  |  10 stocks...

Stock Name     Price Qty. Balance Cost Per Share Market Value Per Share Total Return %
AAX MYR 0.235 42,500 10,010.49 0.235 9,987.50 0.235 -22.99 -0.23%
AIRASIA MYR 2.73 3,400 9,714.13 2.857 9,282.00 2.73 -432.13 -4.45%
ATAIMS MYR 1.80 6,100 10,089.09 1.653 10,980.00 1.80 +890.91 8.83%
BIMB-WA MYR 0.385 71,700 10,062.06 0.140 27,604.50 0.385 +17,542.44 174.34%
JHM MYR 1.27 11,700 9,909.44 0.846 14,859.00 1.27 +4,949.56 49.95%
MAYBULK MYR 0.58 17,800 9,990.97 0.561 10,324.00 0.58 +333.03 3.33%
MI MYR 2.22 4,400 9,878.82 2.245 9,768.00 2.22 -110.82 -1.12%
PENTA MYR 4.32 3,600 9,922.87 2.756 15,552.00 4.32 +5,629.13 56.73%
TUNEPRO MYR 0.695 17,800 9,990.97 0.561 12,371.00 0.695 +2,380.03 23.82%
VS MYR 1.14 13,600 9,597.31 0.705 15,504.00 1.14 +5,906.69 61.55%
99,166.15 136,232.00 +37,065.85 37.38%

Stock Position  |  Stock Value: 136,232.00  |  Total Buy: 0.00  |  Total Sell: 0.00  |  Net Buy: 0.00

Total Buy: 0.00  |  Total Sell: 0.00  |  Net Buy: 0.00

Total Buy Total Sell Net Buy
0.00 0.00 0.00

Cash Position  |  Cash Balance: 833.85  |  Increase in Cash: +136.00

Increase in Cash: +136.00

Net Cash Deposit Net Sell \ (Buy) Dividend Interest Net Misc Income Increase in Cash
0.00 0.00 +136.00 0.00 0.00 +136.00

Cash Balance: 833.85  |  Increase in Cash: +136.00

Cash at beginning of period Increase in Cash Cash at end of period
697.85 +136.00 833.85

Allocation  |  Cash Balance: 833.85 [0.61%]  |  Stock Value: 136,232.00 [99.39%]  |  Market Value: 137,065.85

Cash Balance: 833.85 [0.61%]  |  Stock Value: 136,232.00 [99.39%]  |  Market Value: 137,065.85

Cash Balance % Stock Value % Market Value %
833.85 0.61% 136,232.00 99.39% 137,065.85 100%

There are 10 stocks...

Stock Name   Price Qty. Average Cost % Market Value %
AAX MYR 0.235 42,500 10,010.49 9.93% 9,987.50 7.29%
AIRASIA MYR 2.73 3,400 10,122.13 10.04% 9,282.00 6.77%
ATAIMS MYR 1.80 6,100 10,089.09 10.01% 10,980.00 8.01%
BIMB-WA MYR 0.385 71,700 10,062.06 9.98% 27,604.50 20.14%
JHM MYR 1.27 11,700 9,967.94 9.89% 14,859.00 10.84%
MAYBULK MYR 0.58 17,800 9,990.97 9.91% 10,324.00 7.53%
MI MYR 2.22 4,400 9,878.82 9.80% 9,768.00 7.13%
PENTA MYR 4.32 3,600 9,922.87 9.84% 15,552.00 11.35%
TUNEPRO MYR 0.695 17,800 9,990.97 9.91% 12,371.00 9.03%
VS MYR 1.14 13,600 9,950.91 9.87% 15,504.00 11.31%
STOCK 99,986.25 99.17% 136,232.00 99.39%
$CASH 833.85 0.83% 833.85 0.61%


  Be the first to like this.
 
lazycat https://klse.i3investor.com/servlets/pfs/99476.jsp#tabs_group1
AIRASIA 10% <-- reduce from 20%
AAX 10% <-- change from aax-wa
JHM 10% <-- 2018 holland picks ( 继续赌下去? )
BIMB-WA 10% <-- 2018 holland picks ( 继续赌下去? )
01/01/2019 8:34 AM
lazycat bro , why pick maybulk and tunepro?
01/01/2019 8:43 AM
JN88 Same as 2017 pick
01/01/2019 8:46 AM
lazycat jm88 , only AA https://klse.i3investor.com/servlets/pfs/70932.jsp
01/01/2019 9:00 AM
VenFx I noticed Tan kw's selection has included of  
3 ems counters in the stock picks,  
Same weighing with kc . 

Thats a good sign over my continuingly faith on ems play in 2019.
01/01/2019 9:37 AM
Tan KW beat for recovery

Posted by lazycat > Jan 1, 2019 08:43 AM | Report Abuse

bro , why pick maybulk and tunepro?
01/01/2019 9:54 AM
lazycat why u think the 2 would rebound in year 2019?
01/01/2019 9:59 AM
paperplane Hehe
01/01/2019 10:07 AM
Tan KW if not 2019 then 2020 2021?

Posted by lazycat > Jan 1, 2019 09:59 AM | Report Abuse

why u think the 2 would rebound in year 2019?
01/01/2019 2:03 PM
lazycat what make you think it gonna rebound in if not 2019 then 2020 2021?
01/01/2019 3:17 PM
Tan KW business cycle...

lazycat what make you think it gonna rebound in if not 2019 then 2020 2021?
01/01/2019 15:17
01/01/2019 3:23 PM
lazycat well.. let' see :p
01/01/2019 3:28 PM
duitKWSPkita Happy New year..

I like your strategy.
02/01/2019 7:56 AM
VenFx Wow ! Aax from hell to heaven ?
08/01/2019 8:21 AM
paperplane Salute
25/01/2019 11:39 PM
Tan KW Use dividend's cash to purchase https://klse.i3investor.com/servlets/pfs/116401.jsp?stockName=AIRASIA
03/10/2019 6:40 PM
yorkyork Jan 2, 2019 12:43 AM | Report Abuse

My portfolio for 2019 as below:
1. Mi - 10,000 units (Rm 24,400)
2. Notion - 30,000 units (Rm 18,150)
3. Krono - 30,000 units (Rm 18,150)
4) inari - 12,000 units (Rm 18,000)
5) N2N - 20,000 units (Rm 21,000)
18/10/2019 1:31 PM
yorkyork 2020 stock pick
1. sapnrg
2. armada
3. velesto
4. inari
5. gcb
15/11/2019 9:52 AM
duitKWSPkita Mr. Tan..

In my 2019 portfolio SEB already delisted. How can I use the money to buy other stock? I find the capital gone missing.
06/12/2019 9:44 PM
yorkyork Inari 不错唷 你拥有了吗
25/01/2020 8:19 PM