Highlights

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

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Portfolio : Stock Pick 2019 - Tee Tom - Yearly Snapshot at [2019]

Change in Value: +75,586.50  |  74.11% over beginning value of 101,991.76  |  Ending Value: 177,578.26

Change in Value: +75,586.50  |  74.11% over beginning value of 101,991.76

Capital Change % Current Return % Change in Value %
0.00 0.00% +75,586.50 74.11% +75,586.50 74.11%

Ending Value: 177,578.26  |  Change in Value: +75,586.50  |  74.11% over beginning value of 101,991.76

Beginning Value Change in Value % Ending Value
101,991.76 +75,586.50 74.11% 177,578.26

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: +75,586.50  |  IRR: 74.37%  |  75.59% return over total capital of 100,000.00  |  74.11% return over beginning value of 101,991.76

Capital Gain: +75,586.50

Change in UnRealized Gain: +75,586.50  |  75.59% return over total capital of 100,000.00

Previous UnRealized Gain Current UnRealized Gain Change in UnRealized Gain %
+1,991.76 +77,578.26 +75,586.50 75.59%

Capital Gain: +75,586.50  |  75.59% return over total capital of 100,000.00

Realized Gain # of Transactions % Change in UnRealized Gain % Capital Gain %
0.00 0 0.00% +75,586.50 75.59% +75,586.50 75.59%
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: +75,586.50

Current Return: +75,586.50  |  75.59% return over total capital of 100,000.00  |  74.11% return over beginning value of 101,991.76

Capital Gain % Dividend % Interest % Net Misc Income % Current Return %
+75,586.50 75.59% 0.00 0.00% 0.00 0.00% 0.00 0.00% +75,586.50 75.59%
Stock Yearly Performance: +75,586.50

Yearly Return: +75,586.50  |  Dividend: 0.00  |  Yearly Capital Gain: +75,586.50

Stock Name Prev. Year Price Prev. Year Qty. Prev. Year Value Buy Sell Dividend Yearly Return IRR (%) Δ Qty. Year End Price Year End Qty. Year End Value
CARIMIN 0.405 40,100 16,240.50 0.00 0.00 0.00 +36,691.50 226.98 0 1.32 40,100 52,932.00
DUFU 2.06 12,600 25,956.00 0.00 0.00 0.00 +14,868.00 57.47 0 3.24 12,600 40,824.00
FAVCO 2.30 8,700 20,010.00 0.00 0.00 0.00 +3,741.00 18.75 0 2.73 8,700 23,751.00
JHM 0.85 24,400 20,740.00 0.00 0.00 0.00 +20,008.00 96.83 0 1.67 24,400 40,748.00
REVENUE 1.37 13,900 19,043.00 0.00 0.00 0.00 +278.00 1.46 0 1.39 13,900 19,321.00
0.00 +75,586.50

Cumulative Return: +77,578.26  |  IRR: 33.41%  |  UnRealized Gain/(Loss): +77,578.26  |  Stock Performance: +77,578.26

All Time Performance: +77,578.26  |  IRR: 33.41%  |  77.58% return over total capital of 100,000.00

Total Capital All Time Performance % Market Value
100,000.00 +77,578.26 77.58% 177,578.26

UnRealized Gain/(Loss): +77,578.26  |  77.58% return over stock cost of 99,997.74  |  5 stocks...

Stock Name     Price Qty. Average Cost Per Share Market Value Per Share Unrealized Gain / (Loss) %
CARIMIN MYR 0.52 40,100 20,097.07 0.501 20,852.00 0.52 +754.93 3.76%
DUFU MYR 2.57 12,600 19,953.89 1.583 32,382.00 2.57 +12,428.11 62.28%
FAVCO MYR 1.55 8,700 19,968.91 2.295 13,485.00 1.55 -6,483.91 -32.47%
JHM MYR 1.03 24,400 20,055.02 0.821 25,132.00 1.03 +5,076.98 25.32%
REVENUE MYR 0.925 13,900 19,922.85 1.433 12,857.50 0.925 -7,065.35 -35.46%
99,997.74 177,576.00 +77,578.26 77.58%

Stock Performance: +77,578.26  |  77.58% return over balance cost of 99,997.74  |  5 stocks...

Stock Name     Price Qty. Balance Cost Per Share Market Value Per Share Total Return %
CARIMIN MYR 1.32 40,100 20,097.07 0.501 52,932.00 1.32 +32,834.93 163.38%
DUFU MYR 3.24 12,600 19,953.89 1.583 40,824.00 3.24 +20,870.11 104.59%
FAVCO MYR 2.73 8,700 19,968.91 2.295 23,751.00 2.73 +3,782.09 18.94%
JHM MYR 1.67 24,400 20,055.02 0.821 40,748.00 1.67 +20,692.98 103.18%
REVENUE MYR 1.39 13,900 19,922.85 1.433 19,321.00 1.39 -601.85 -3.02%
99,997.74 177,576.00 +77,578.26 77.58%

Stock Performance History  |  5 stocks...

Stock Name   2018 2019 - - -
CARIMIN MYR +32,834.93 +32,834.93 - - -
DUFU MYR +20,870.11 +20,870.11 - - -
FAVCO MYR +3,782.09 +3,782.09 - - -
JHM MYR +20,692.98 +20,692.98 - - -
REVENUE MYR -601.85 -601.85 - - -
+77,578.26 +77,578.26 - - -

Stock Position  |  Stock Value: 177,576.00  |  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: 2.26  |  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: 2.26  |  Increase in Cash: 0.00

Cash at beginning of period Increase in Cash Cash at end of period
2.26 0.00 2.26

Allocation  |  Cash Balance: 2.26 [0.00%]  |  Stock Value: 177,576.00 [100.00%]  |  Market Value: 177,578.26

Cash Balance: 2.26 [0.00%]  |  Stock Value: 177,576.00 [100.00%]  |  Market Value: 177,578.26

Cash Balance % Stock Value % Market Value %
2.26 0.00% 177,576.00 100.00% 177,578.26 100%

There are 5 stocks...

Stock Name   Price Qty. Average Cost % Market Value %
CARIMIN MYR 0.52 40,100 20,097.07 20.10% 20,852.00 11.74%
DUFU MYR 2.57 12,600 19,953.89 19.95% 32,382.00 18.24%
FAVCO MYR 1.55 8,700 19,968.91 19.97% 13,485.00 7.59%
JHM MYR 1.03 24,400 20,055.02 20.06% 25,132.00 14.15%
REVENUE MYR 0.925 13,900 19,922.85 19.92% 12,857.50 7.24%
STOCK 99,997.74 100.00% 177,576.00 100.00%
$CASH 2.26 0.00% 2.26 0.00%


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Wing23 All green, impressive
04/01/2020 9:35 AM
Tan KW @Tee Tom

I have reserve a seat for you.

Please submit your pick for year 2021. Thank you!
31/12/2020 11:35 PM