Tan KW 's Portfolio: Stock Pick 2019 - Tan KW (Tag: SP2019 ) (Access Type : SHARED)
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
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 Performance: +37,065.85 | 37.38% return over balance cost of 99,166.15 | 10 stocks...
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
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
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
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
Comment