Tan KW's Portfolio: Stock Pick 2019 - Diamond7 (Tag: SP2019) | (Access Type : SHARED) | |
Portfolio : Stock Pick 2019 - Diamond7 - Yearly Snapshot at [2022] | Change in Value: +7,446.00 | 7.07% over beginning value of 105,310.80 | Ending Value: 112,756.80 Change in Value: +7,446.00 | 7.07% over beginning value of 105,310.80 Capital Change | % | Current Return | % | Change in Value | % | 0.00 | 0.00% | +7,446.00 | 7.07% | +7,446.00 | 7.07% | Ending Value: 112,756.80 | Change in Value: +7,446.00 | 7.07% over beginning value of 105,310.80 Beginning Value | Change in Value | % | Ending Value | 105,310.80 | +7,446.00 | 7.07% | 112,756.80 | | Total Capital: 102,562.00 | 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: 102,562.00 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: 102,562.00 | Previous Capital: 102,562.00 | Capital Change: 0.00 Previous Capital | Net Cash Deposit | Net Share Deposit | Capital Change | Total Capital | 102,562.00 | 0.00 | 0.00 | 0.00 | 102,562.00 | | Current Return: +7,446.00 | IRR: 7.09% | 7.26% return over total capital of 102,562.00 | 7.07% return over beginning value of 105,310.80 Capital Gain: +7,446.00
Change in UnRealized Gain: +7,446.00 | 7.26% return over total capital of 102,562.00 Previous UnRealized Gain | Current UnRealized Gain | Change in UnRealized Gain | % | +2,748.80 | +10,194.80 | +7,446.00 | 7.26% | Capital Gain: +7,446.00 | 7.26% return over total capital of 102,562.00 Realized Gain | # of Transactions | % | Change in UnRealized Gain | % | Capital Gain | % | 0.00 | 0 | 0.00% | +7,446.00 | 7.26% | +7,446.00 | 7.26% | 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% |
Current Return: +7,446.00 Current Return: +7,446.00 | 7.26% return over total capital of 102,562.00 | 7.07% return over beginning value of 105,310.80 Capital Gain | % | Dividend | % | Interest | % | Net Misc Income | % | Current Return | % | +7,446.00 | 7.26% | 0.00 | 0.00% | 0.00 | 0.00% | 0.00 | 0.00% | +7,446.00 | 7.26% | Stock Yearly Performance: +7,446.00 Yearly Return: +7,446.00 | Dividend: 0.00 | Yearly Capital Gain: +7,446.00
| Cumulative Return: +10,194.80 | IRR: 2.40% | UnRealized Gain/(Loss): +10,194.80 | Stock Performance: +10,194.80 All Time Performance: +10,194.80 | IRR: 2.40% | 9.94% return over total capital of 102,562.00 Total Capital | All Time Performance | % | Market Value | 102,562.00 | +10,194.80 | 9.94% | 112,756.80 | UnRealized Gain/(Loss): +10,194.80 | 10.20% return over stock cost of 99,951.20 | 8 stocks...
Stock Performance: +10,194.80 | 10.20% return over balance cost of 99,951.20 | 8 stocks...
Stock Performance History | 8 stocks... Stock Name | | 2018 | 2019 | 2020 | 2021 | 2022 |
3A | MYR | +1,679.97 | +4,022.97 | +4,022.97 | +4,022.97 | +4,022.97 |
EWEIN-WB | MYR | - | +23.50 | +23.50 | +23.50 | +23.50 |
HARISON | MYR | +883.26 | +8,751.26 | +8,751.26 | +8,751.26 | +8,751.26 |
INSAS | MYR | +1,391.42 | +1,912.92 | +1,912.92 | +1,912.92 | +1,912.92 |
KSENG | MYR | +1,522.00 | -2,496.00 | -2,496.00 | -2,496.00 | -2,496.00 |
PERSTIM | MYR | +1,072.17 | -1,034.83 | -1,034.83 | -1,034.83 | -1,034.83 |
SKYGATE | MYR | +823.04 | -3,500.96 | -3,500.96 | -3,500.96 | -3,500.96 |
WTK | MYR | +2,282.94 | +2,515.94 | +2,515.94 | +2,515.94 | +2,515.94 |
| +9,654.80 | +10,194.80 | +10,194.80 | +10,194.80 | +10,194.80 |
| Stock Position | Stock Value: 110,146.00 | 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: 2,610.80 | Increase in Cash: 0.00 Increase in Cash: 0.00 Net Cash Deposit | Net Sell \ (Buy) | Dividend | Interest | Net Misc Income | Increase in Cash | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | Cash Balance: 2,610.80 | Increase in Cash: 0.00 Cash at beginning of period | Increase in Cash | Cash at end of period | 2,610.80 | 0.00 | 2,610.80 | | Allocation | Cash Balance: 2,610.80 [2.32%] | Stock Value: 110,146.00 [97.68%] | Market Value: 112,756.80 Cash Balance: 2,610.80 [2.32%] | Stock Value: 110,146.00 [97.68%] | Market Value: 112,756.80 Cash Balance | % | Stock Value | % | Market Value | % | 2,610.80 | 2.32% | 110,146.00 | 97.68% | 112,756.80 | 100% | There are 8 stocks... Stock Name | | | Price | Qty. | Average Cost | % | Market Value | % | 3A | | MYR | 0.815 | 14,200 | 10,035.03 | 9.78% | 11,573.00 | 10.26% | EWEIN-WB | | MYR | 0.005 | 4,700 | 0.00 | 0.00% | 23.50 | 0.02% | HARISON | | MYR | 1.49 | 2,800 | 9,812.74 | 9.57% | 4,172.00 | 3.70% | INSAS | | MYR | 0.915 | 14,900 | 10,081.58 | 9.83% | 13,633.50 | 12.09% | KSENG | | MYR | 5.60 | 4,900 | 20,038.00 | 19.54% | 27,440.00 | 24.34% | PERSTIM | | MYR | 2.15 | 4,300 | 19,911.83 | 19.41% | 9,245.00 | 8.20% | SKYGATE | | MYR | 0.95 | 18,800 | 9,986.96 | 9.74% | 17,860.00 | 15.84% | WTK | | MYR | 0.465 | 46,600 | 20,085.06 | 19.58% | 21,669.00 | 19.22% | STOCK | | 99,951.20 | 97.45% | 110,146.00 | 97.68% | $CASH | | 2,610.80 | 2.55% | 2,610.80 | 2.32% |
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