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 [2022]

Change in Value: -47,003.50  |  -28.34% over beginning value of 165,847.76  |  Ending Value: 118,844.26

Change in Value: -47,003.50  |  -28.34% over beginning value of 165,847.76

Capital Change % Current Return % Change in Value %
0.00 0.00% -47,003.50 -28.34% -47,003.50 -28.34%

Ending Value: 118,844.26  |  Change in Value: -47,003.50  |  -28.34% over beginning value of 165,847.76

Beginning Value Change in Value % Ending Value
165,847.76 -47,003.50 -28.34% 118,844.26

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: -47,003.50  |  IRR: -41.20%  |  -47.00% return over total capital of 100,000.00  |  -28.34% return over beginning value of 165,847.76

Capital Gain: -47,003.50

Change in UnRealized Gain: -47,003.50  |  -47.00% return over total capital of 100,000.00

Previous UnRealized Gain Current UnRealized Gain Change in UnRealized Gain %
+65,847.76 +18,844.26 -47,003.50 -47.00%

Capital Gain: -47,003.50  |  -47.00% return over total capital of 100,000.00

Realized Gain # of Transactions % Change in UnRealized Gain % Capital Gain %
0.00 0 0.00% -47,003.50 -47.00% -47,003.50 -47.00%
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: -47,003.50

Current Return: -47,003.50  |  -47.00% return over total capital of 100,000.00  |  -28.34% return over beginning value of 165,847.76

Capital Gain % Dividend % Interest % Net Misc Income % Current Return %
-47,003.50 -47.00% 0.00 0.00% 0.00 0.00% 0.00 0.00% -47,003.50 -47.00%
Stock Yearly Performance: -47,003.50

Yearly Return: -47,003.50  |  Dividend: 0.00  |  Yearly Capital Gain: -47,003.50

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 0.675 40,100 27,067.50 0.00 0.00 0.00 -4,411.00 -24.68 0 0.565 40,100 22,656.50
DUFU 4.29 12,600 54,054.00 0.00 0.00 0.00 -16,884.00 -44.94 0 2.95 12,600 37,170.00
FAVCO 2.41 8,700 20,967.00 0.00 0.00 0.00 -5,655.00 -39.40 0 1.76 8,700 15,312.00
JHM 1.73 24,400 42,212.00 0.00 0.00 0.00 -12,200.00 -41.93 0 1.23 24,400 30,012.00
REVENUE 1.55 13,900 21,545.00 0.00 0.00 0.00 -7,853.50 - 0 0.985 13,900 13,691.50
0.00 -47,003.50

Cumulative Return: +18,844.26  |  IRR: 3.80%  |  UnRealized Gain/(Loss): +18,844.26  |  Stock Performance: +18,844.26

All Time Performance: +18,844.26  |  IRR: 3.80%  |  18.84% return over total capital of 100,000.00

Total Capital All Time Performance % Market Value
100,000.00 +18,844.26 18.84% 118,844.26

UnRealized Gain/(Loss): +18,844.26  |  18.84% 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 0.565 40,100 20,097.07 0.501 22,656.50 0.565 +2,559.43 12.74%
DUFU MYR 2.95 12,600 19,953.89 1.583 37,170.00 2.95 +17,216.11 86.28%
FAVCO MYR 1.76 8,700 19,968.91 2.295 15,312.00 1.76 -4,656.91 -23.32%
JHM MYR 1.23 24,400 20,055.02 0.821 30,012.00 1.23 +9,956.98 49.65%
REVENUE MYR 0.985 13,900 19,922.85 1.433 13,691.50 0.985 -6,231.35 -31.28%
99,997.74 118,842.00 +18,844.26 18.84%

Stock Performance: +18,844.26  |  18.84% 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 0.565 40,100 20,097.07 0.501 22,656.50 0.565 +2,559.43 12.74%
DUFU MYR 2.95 12,600 19,953.89 1.583 37,170.00 2.95 +17,216.11 86.28%
FAVCO MYR 1.76 8,700 19,968.91 2.295 15,312.00 1.76 -4,656.91 -23.32%
JHM MYR 1.23 24,400 20,055.02 0.821 30,012.00 1.23 +9,956.98 49.65%
REVENUE MYR 0.985 13,900 19,922.85 1.433 13,691.50 0.985 -6,231.35 -31.28%
99,997.74 118,842.00 +18,844.26 18.84%

Stock Performance History  |  5 stocks...

Stock Name   2018 2019 2020 2021 2022
CARIMIN MYR +2,559.43 +2,559.43 +2,559.43 +2,559.43 +2,559.43
DUFU MYR +17,216.11 +17,216.11 +17,216.11 +17,216.11 +17,216.11
FAVCO MYR -4,656.91 -4,656.91 -4,656.91 -4,656.91 -4,656.91
JHM MYR +9,956.98 +9,956.98 +9,956.98 +9,956.98 +9,956.98
REVENUE MYR -6,231.35 -6,231.35 -6,231.35 -6,231.35 -6,231.35
+18,844.26 +18,844.26 +18,844.26 +18,844.26 +18,844.26

Stock Position  |  Stock Value: 118,842.00  |  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: 118,842.00 [100.00%]  |  Market Value: 118,844.26

Cash Balance: 2.26 [0.00%]  |  Stock Value: 118,842.00 [100.00%]  |  Market Value: 118,844.26

Cash Balance % Stock Value % Market Value %
2.26 0.00% 118,842.00 100.00% 118,844.26 100%

There are 5 stocks...

Stock Name   Price Qty. Average Cost % Market Value %
CARIMIN MYR 0.565 40,100 20,097.07 20.10% 22,656.50 19.06%
DUFU MYR 2.95 12,600 19,953.89 19.95% 37,170.00 31.28%
FAVCO MYR 1.76 8,700 19,968.91 19.97% 15,312.00 12.88%
JHM MYR 1.23 24,400 20,055.02 20.06% 30,012.00 25.25%
REVENUE MYR 0.985 13,900 19,922.85 19.92% 13,691.50 11.52%
STOCK 99,997.74 100.00% 118,842.00 100.00%
$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