Kong73 Bursa Cimb Itrade Portfolio
Owner: kong73
Access Type: SHARED
The goal is to generate portfolio returns of more than 10% for 2022. At the rate that is going now with inflation together with ukraine and russia security issues and Ormicron pandemic..i would be lucky to get at least 1%.
Total Value
242,819.38
Today's Change
+1,531.40 (0.63%)
Allocation
Stock's Value 151,221.60
Current Holding 5 Stocks
All Time Holding 52 Stocks
% of Total Value 62.28%
Available Cash Balance 91,597.78
Current Cash Balance 91,597.78
Unpaid Dividend 0.00
% of Total Value 37.72%
Performance
Average Cost 245,879.55
Unrealized Gain -3,060.17
% over Average Cost -1.24%
Total Capital 200,991.62
Total Return +41,827.76
% over Total Capital 20.81%
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 | % |
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Discussions
2 people like this. Showing 8 of 8 comments
Philip ( buy what you understand)
Hi kong73, I am very impressed with your single mindedness in tracking your portfolio from 2012 until today. Kudos on your hard work and clarity. I hope to maintain a clear investment portfolio online as yours one day.
You seem to have shifted from a trading outlook into a dividend outlook throughout the years. It seems to have done you well compared to the constant buying and selling. I also started with the same outlook on reducing my trading activities in 2009 after losing money for many years before.
I noticed that in total you have invested 106.9k in cash to your portfolio over the years, with a stock portfolio worth 115k today.
Please keep up the good work in tracking your portfolio returns and I hope you do well in your investment over time.
2020-07-01 20:04
Thank you for your feedback. I still do some occassional trading especially volume counter like myeg but yes now focusing on tenaga for dividend income. Will continue to accumulate tenaga as the anchor stock. Dividend per unit is expected to continue to be a pull factor for me at 50-60 cents per unit
2020-07-02 12:46
Hi kong73, do you prefer average down or cutloss as part of your investment strategy? thanks in advance
2022-03-08 10:01
@okdoke = For long term shareholding of more than 5 years and above like Tenaga if there is opportunity to average down i will do. Recently i cut loss on Parkson on the 7th march and pick up 700 units of tenaga shares price of RM8.81/unit on because i think Tenaga will recover much higher and to take advantage of getting dividends to offset my loss on Parkson
2022-03-19 00:03
daen
main kaunter-kaunter penny saja? :)
2013-01-05 12:08