2019 transactional portfolio

Owner: Jason Gilbert Ho
Access Type: SHARED
Total Value
310,846.23
Today's Change
+407.00 (0.13%)
Allocation

Stock's Value 274,904.00
Current Holding 4 Stocks
All Time Holding 4 Stocks
% of Total Value 88.44%

Available Cash Balance 35,942.23
Current Cash Balance 35,942.23
Unpaid Dividend 0.00
% of Total Value 11.56%
Performance

Average Cost 343,230.01
Unrealized Gain -32,383.78
% over Average Cost -9.44%

Total Capital 337,000.00
Total Return -26,153.77
% over Total Capital -7.76%
Last Updated:

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Holding
Hints:
[1] Click the icon on table to view the stock's What If Analysis Page.
[2] Click the Shares hyperlink on table to view the portfolio's stock page.

Stock:
Cost:
Stock Last Price Change Shares Market Value % Average Cost Per Share Unrealized Gain % Day Gain %
$CASH 35,942.23 11.56%
Total 310,846.23 100.00% +407.00 0.13%
Discussions
Be the first to like this. Showing 1 of 1 comments

Jason Gilbert Ho

At PE50, it is time to cut down on exposure in QL and add into gkent and jaks as both these projects are offering more visibility in long term earnings.

2019-04-16 14:19

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