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 [2021]

Change in Value: +14,932.00  |  9.89% over beginning value of 150,915.76  |  Ending Value: 165,847.76

Change in Value: +14,932.00  |  9.89% over beginning value of 150,915.76

Capital Change % Current Return % Change in Value %
0.00 0.00% +14,932.00 9.89% +14,932.00 9.89%

Ending Value: 165,847.76  |  Change in Value: +14,932.00  |  9.89% over beginning value of 150,915.76

Beginning Value Change in Value % Ending Value
150,915.76 +14,932.00 9.89% 165,847.76

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: +14,932.00  |  IRR: 9.92%  |  14.93% return over total capital of 100,000.00  |  9.89% return over beginning value of 150,915.76

Capital Gain: +14,932.00

Change in UnRealized Gain: +14,932.00  |  14.93% return over total capital of 100,000.00

Previous UnRealized Gain Current UnRealized Gain Change in UnRealized Gain %
+50,915.76 +65,847.76 +14,932.00 14.93%

Capital Gain: +14,932.00  |  14.93% return over total capital of 100,000.00

Realized Gain # of Transactions % Change in UnRealized Gain % Capital Gain %
0.00 0 0.00% +14,932.00 14.93% +14,932.00 14.93%
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: +14,932.00

Current Return: +14,932.00  |  14.93% return over total capital of 100,000.00  |  9.89% return over beginning value of 150,915.76

Capital Gain % Dividend % Interest % Net Misc Income % Current Return %
+14,932.00 14.93% 0.00 0.00% 0.00 0.00% 0.00 0.00% +14,932.00 14.93%
Stock Yearly Performance: +14,932.00

Yearly Return: +14,932.00  |  Dividend: 0.00  |  Yearly Capital Gain: +14,932.00

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 0.665 40,100 26,666.50 0.00 0.00 0.00 +401.00 1.50 0 0.675 40,100 27,067.50
DUFU 3.26 12,600 41,076.00 0.00 0.00 0.00 +12,978.00 31.69 0 4.29 12,600 54,054.00
FAVCO 2.19 8,700 19,053.00 0.00 0.00 0.00 +1,914.00 10.07 0 2.41 8,700 20,967.00
JHM 1.91 24,400 46,604.00 0.00 0.00 0.00 -4,392.00 -9.44 0 1.73 24,400 42,212.00
REVENUE 1.26 13,900 17,514.00 0.00 0.00 0.00 +4,031.00 23.08 0 1.55 13,900 21,545.00
0.00 +14,932.00

Cumulative Return: +65,847.76  |  IRR: 13.50%  |  UnRealized Gain/(Loss): +65,847.76  |  Stock Performance: +65,847.76

All Time Performance: +65,847.76  |  IRR: 13.50%  |  65.85% return over total capital of 100,000.00

Total Capital All Time Performance % Market Value
100,000.00 +65,847.76 65.85% 165,847.76

UnRealized Gain/(Loss): +65,847.76  |  65.85% 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 0.555 40,100 20,097.07 0.501 22,255.50 0.555 +2,158.43 10.74%
DUFU MYR 2.73 12,600 19,953.89 1.583 34,398.00 2.73 +14,444.11 72.39%
FAVCO MYR 1.59 8,700 19,968.91 2.295 13,833.00 1.59 -6,135.91 -30.73%
JHM MYR 1.09 24,400 20,055.02 0.821 26,596.00 1.09 +6,540.98 32.62%
REVENUE MYR 0.955 13,900 19,922.85 1.433 13,274.50 0.955 -6,648.35 -33.37%
99,997.74 165,845.50 +65,847.76 65.85%

Stock Performance: +65,847.76  |  65.85% 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 0.675 40,100 20,097.07 0.501 27,067.50 0.675 +6,970.43 34.68%
DUFU MYR 4.29 12,600 19,953.89 1.583 54,054.00 4.29 +34,100.11 170.89%
FAVCO MYR 2.41 8,700 19,968.91 2.295 20,967.00 2.41 +998.09 5.00%
JHM MYR 1.73 24,400 20,055.02 0.821 42,212.00 1.73 +22,156.98 110.48%
REVENUE MYR 1.55 13,900 19,922.85 1.433 21,545.00 1.55 +1,622.15 8.14%
99,997.74 165,845.50 +65,847.76 65.85%

Stock Performance History  |  5 stocks...

Stock Name   2018 2019 2020 2021 -
CARIMIN MYR +6,970.43 +6,970.43 +6,970.43 +6,970.43 -
DUFU MYR +34,100.11 +34,100.11 +34,100.11 +34,100.11 -
FAVCO MYR +998.09 +998.09 +998.09 +998.09 -
JHM MYR +22,156.98 +22,156.98 +22,156.98 +22,156.98 -
REVENUE MYR +1,622.15 +1,622.15 +1,622.15 +1,622.15 -
+65,847.76 +65,847.76 +65,847.76 +65,847.76 -

Stock Position  |  Stock Value: 165,845.50  |  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: 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: 165,845.50 [100.00%]  |  Market Value: 165,847.76

Cash Balance: 2.26 [0.00%]  |  Stock Value: 165,845.50 [100.00%]  |  Market Value: 165,847.76

Cash Balance % Stock Value % Market Value %
2.26 0.00% 165,845.50 100.00% 165,847.76 100%

There are 5 stocks...

Stock Name   Price Qty. Average Cost % Market Value %
CARIMIN MYR 0.555 40,100 20,097.07 20.10% 22,255.50 13.42%
DUFU MYR 2.73 12,600 19,953.89 19.95% 34,398.00 20.74%
FAVCO MYR 1.59 8,700 19,968.91 19.97% 13,833.00 8.34%
JHM MYR 1.09 24,400 20,055.02 20.06% 26,596.00 16.04%
REVENUE MYR 0.955 13,900 19,922.85 19.92% 13,274.50 8.00%
STOCK 99,997.74 100.00% 165,845.50 100.00%
$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