Tan KW 's Portfolio: Stock Pick 2019 - Tan KW (Tag: SP2019 ) (Access Type : SHARED)
Portfolio : Stock Pick 2019 - Tan KW - Monthly Snapshot at [Jun 19] Change in Value: +6,080.00 | 4.86% over beginning value of 125,169.85 | Ending Value: 131,249.85 Change in Value: +6,080.00 | 4.86% over beginning value of 125,169.85 Capital Change % Current Return % Change in Value % 0.00 0.00% +6,080.00 4.86% +6,080.00 4.86%
Ending Value: 131,249.85 | Change in Value: +6,080.00 | 4.86% over beginning value of 125,169.85 Beginning Value Change in Value % Ending Value Value 125,169.85 +6,080.00 4.86% 131,249.85
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: +6,080.00 | IRR: 81.66% | 6.08% return over total capital of 100,000.00 | 4.86% return over beginning value of 125,169.85 Capital Gain: +5,977.50
Change in UnRealized Gain: +5,977.50 | 5.98% return over total capital of 100,000.00 Previous UnRealized Gain Current UnRealized Gain Change in UnRealized Gain % +23,815.75 +29,793.25 +5,977.50 5.98%
Capital Gain: +5,977.50 | 5.98% return over total capital of 100,000.00 Realized Gain # of Transactions % Change in UnRealized Gain % Capital Gain % 0.00 0 0.00% +5,977.50 5.98% +5,977.50 5.98%
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: +102.50
Dividend: +102.50 | 0.10% return over total capital of 100,000.00 | 2 dividends received. Stock
Ex. Date Payment Date Type Average Cost Shares Per Share Charges Net Amount Note MI
17-Jun-2019 12-Jul-2019 Dividend 9,878.82 4,400 0.01 0.00 +44.00 - JHM
17-Jun-2019 28-Jun-2019 Dividend 9,967.94 11,700 0.005 0.00 +58.50 - Total Capital:
100,000.00 +102.50 [0.10%]
Current Return: +6,080.00
Current Return: +6,080.00 | 6.08% return over total capital of 100,000.00 | 4.86% return over beginning value of 125,169.85 Capital Gain % Dividend % Interest % Net Misc Income % Current Return % +5,977.50 5.98% +102.50 0.10% 0.00 0.00% 0.00 0.00% +6,080.00 6.08%
Stock Monthly Performance: +6,080.00
Monthly Return: +6,080.00 | Dividend: +102.50 | Monthly Capital Gain: +5,977.50
Cumulative Return: +31,249.85 | IRR: 73.04% | UnRealized Gain/(Loss): +29,793.25 | Stock Performance: +31,249.85 All Time Performance: +31,249.85 | IRR: 73.04% | 31.25% return over total capital of 100,000.00 Total Capital All Time Performance % Market Value 100,000.00 +31,249.85 31.25% 131,249.85
UnRealized Gain/(Loss): +29,793.25 | 29.80% return over stock cost of 99,986.25 | 10 stocks...
Stock Performance: +31,249.85 | 31.72% return over balance cost of 98,529.65 | 10 stocks...
Stock Position | Stock Value: 129,779.50 | 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: 1,470.35 | Increase in Cash: +102.50 Increase in Cash: +102.50 Net Cash Deposit Net Sell \ (Buy) Dividend Interest Net Misc Income Increase in Cash 0.00 0.00 +102.50 0.00 0.00 +102.50
Cash Balance: 1,470.35 | Increase in Cash: +102.50 Cash at beginning of period Increase in Cash Cash at end of period 1,367.85 +102.50 1,470.35
Allocation | Cash Balance: 1,470.35 [1.12%] | Stock Value: 129,779.50 [98.88%] | Market Value: 131,249.85 Cash Balance: 1,470.35 [1.12%] | Stock Value: 129,779.50 [98.88%] | Market Value: 131,249.85 Cash Balance % Stock Value % Market Value % 1,470.35 1.12% 129,779.50 98.88% 131,249.85 100%
There are 10 stocks... Stock Name Price Qty. Average Cost % Market Value % AAX MYR 0.225 42,500 10,010.49 9.87% 9,562.50 7.29% AIRASIA MYR 2.73 3,400 10,122.13 9.98% 9,282.00 7.07% ATAIMS MYR 1.58 6,100 10,089.09 9.94% 9,638.00 7.34% BIMB-WA MYR 0.38 71,700 10,062.06 9.92% 27,246.00 20.76% JHM MYR 1.26 11,700 9,967.94 9.82% 14,742.00 11.23% MAYBULK MYR 0.52 17,800 9,990.97 9.85% 9,256.00 7.05% MI MYR 1.67 4,400 9,878.82 9.74% 7,348.00 5.60% PENTA MYR 2.88 5,400 9,922.87 9.78% 15,552.00 11.85% TUNEPRO MYR 0.685 17,800 9,990.97 9.85% 12,193.00 9.29% VS MYR 1.10 13,600 9,950.91 9.81% 14,960.00 11.40% STOCK 99,986.25 98.55% 129,779.50 98.88% $CASH 1,470.35 1.45% 1,470.35 1.12%
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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
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