Tan KW 's Portfolio: Stock Pick 2019 - Tan KW (Tag: SP2019 ) (Access Type : SHARED)
Portfolio : Stock Pick 2019 - Tan KW - Monthly Snapshot at [Oct 19] Change in Value: +10,945.39 | 8.40% over beginning value of 130,330.34 | Ending Value: 141,275.73 Change in Value: +10,945.39 | 8.40% over beginning value of 130,330.34 Capital Change % Current Return % Change in Value % 0.00 0.00% +10,945.39 8.40% +10,945.39 8.40%
Ending Value: 141,275.73 | Change in Value: +10,945.39 | 8.40% over beginning value of 130,330.34 Beginning Value Change in Value % Ending Value Value 130,330.34 +10,945.39 8.40% 141,275.73
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: +10,945.39 | IRR: 166.74% | 10.95% return over total capital of 100,000.00 | 8.40% return over beginning value of 130,330.34 Capital Gain: +10,836.59
Change in UnRealized Gain: +10,836.59 | 10.84% return over total capital of 100,000.00 Previous UnRealized Gain Current UnRealized Gain Change in UnRealized Gain % +25,445.75 +36,282.34 +10,836.59 10.84%
Capital Gain: +10,836.59 | 10.84% return over total capital of 100,000.00 Realized Gain # of Transactions % Change in UnRealized Gain % Capital Gain % 0.00 0 0.00% +10,836.59 10.84% +10,836.59 10.84%
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: +108.80
Dividend: +108.80 | 0.11% 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
15-Oct-2019 31-Oct-2019 Dividend 9,950.91 13,600 0.008 0.00 +108.80 - Total Capital:
100,000.00 +108.80 [0.11%]
Current Return: +10,945.39
Current Return: +10,945.39 | 10.95% return over total capital of 100,000.00 | 8.40% return over beginning value of 130,330.34 Capital Gain % Dividend % Interest % Net Misc Income % Current Return % +10,836.59 10.84% +108.80 0.11% 0.00 0.00% 0.00 0.00% +10,945.39 10.95%
Stock Monthly Performance: +10,945.39
Monthly Return: +10,945.39 | Dividend: +108.80 | Monthly Capital Gain: +10,836.59
Cumulative Return: +41,275.73 | IRR: 51.41% | UnRealized Gain/(Loss): +36,282.34 | Stock Performance: +41,275.73 All Time Performance: +41,275.73 | IRR: 51.41% | 41.28% return over total capital of 100,000.00 Total Capital All Time Performance % Market Value 100,000.00 +41,275.73 41.28% 141,275.73
UnRealized Gain/(Loss): +36,282.34 | 34.63% return over stock cost of 104,761.16 | 10 stocks...
Stock Performance: +41,275.73 | 41.37% return over balance cost of 99,767.77 | 10 stocks...
Stock Position | Stock Value: 141,043.50 | Total Buy: +4,774.91 | Total Sell: 0.00 | Net Buy: +4,774.91 Total Buy: +4,774.91 | 1 buy transactions... Date Type Stock
Unit Price Buy Qty. Net Amt. Balance Shares Average Cost Per Share Balance Cost Per Share 03-Oct-2019
Buy AIRASIA
1.70 +2,800 +4,774.91 6,200 14,897.04 2.402 11,429.04 1.843 2,800 +4,774.91
Total Buy: +4,774.91 | Total Sell: 0.00 | Net Buy: +4,774.91 Total Buy Total Sell Net Buy +4,774.91 0.00 +4,774.91
Cash Position | Cash Balance: 232.23 | Increase in Cash: -4,666.11 Increase in Cash: -4,666.11 Net Cash Deposit Net Sell \ (Buy) Dividend Interest Net Misc Income Increase in Cash 0.00 -4,774.91 +108.80 0.00 0.00 -4,666.11
Cash Balance: 232.23 | Increase in Cash: -4,666.11 Cash at beginning of period Increase in Cash Cash at end of period 4,898.34 -4,666.11 232.23
Allocation | Cash Balance: 232.23 [0.16%] | Stock Value: 141,043.50 [99.84%] | Market Value: 141,275.73 Cash Balance: 232.23 [0.16%] | Stock Value: 141,043.50 [99.84%] | Market Value: 141,275.73 Cash Balance % Stock Value % Market Value % 232.23 0.16% 141,043.50 99.84% 141,275.73 100%
There are 10 stocks... Stock Name Price Qty. Average Cost % Market Value % AAX MYR 0.17 42,500 10,010.49 9.53% 7,225.00 5.11% AIRASIA MYR 1.91 6,200 14,897.04 14.19% 11,842.00 8.38% ATAIMS MYR 1.55 6,100 10,089.09 9.61% 9,455.00 6.69% BIMB-WA MYR 0.285 71,700 10,062.06 9.58% 20,434.50 14.46% JHM MYR 1.33 11,700 9,967.94 9.49% 15,561.00 11.01% MAYBULK MYR 0.66 17,800 9,990.97 9.52% 11,748.00 8.32% MI MYR 2.31 4,400 9,878.82 9.41% 10,164.00 7.19% PENTA MYR 4.61 5,400 9,922.87 9.45% 24,894.00 17.62% TUNEPRO MYR 0.60 17,800 9,990.97 9.52% 10,680.00 7.56% VS MYR 1.40 13,600 9,950.91 9.48% 19,040.00 13.48% STOCK 104,761.16 99.78% 141,043.50 99.84% $CASH 232.23 0.22% 232.23 0.16%
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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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