Spiral_300K
Owner: ValinV
Access Type: SHARED
Model Portfolio Spiral 300K
(DORMANT SINCE APRIL 2019, SIMULATION MODE)
Start Date: 29-Aug-2016
Capital : RM300,000
Target CAGR : 15% p.a.
Risk Profile : Moderate Risk
Objective : Doubling every 5 years
Dividends & Interests : Reinvested
This is a reference model portfolio (updated weekly) ideal for working adults or family with steady income and a moderate portfolio of assets, aged between 35 to 45 years. It can be a practical utility for ancillary retirement planning or source of funding for children's education or other future gratification pursuits.
Please like and follow https://fb.me/fixpressmy to get the latest updates.
Link to all my model portfolios : https://goo.gl/kCr2y2
*This Portfolio is meant for educational and knowledge sharing purposes only. Any resemblance to real accounts is purely coincidental. This page does not constitute any recommendation or advise to transact securities, nor does it constitute any solicitation of any services. Readers should always consult their professional advisers for any clarification. Spiral Thinker Alliance and its members shall not be held responsible or liable for any losses or damages resulting from the use of or reliance on information contained within these pages or from disruption in the provision of the services provided in these pages.
(DORMANT SINCE APRIL 2019, SIMULATION MODE)
Start Date: 29-Aug-2016
Capital : RM300,000
Target CAGR : 15% p.a.
Risk Profile : Moderate Risk
Objective : Doubling every 5 years
Dividends & Interests : Reinvested
This is a reference model portfolio (updated weekly) ideal for working adults or family with steady income and a moderate portfolio of assets, aged between 35 to 45 years. It can be a practical utility for ancillary retirement planning or source of funding for children's education or other future gratification pursuits.
Please like and follow https://fb.me/fixpressmy to get the latest updates.
Link to all my model portfolios : https://goo.gl/kCr2y2
*This Portfolio is meant for educational and knowledge sharing purposes only. Any resemblance to real accounts is purely coincidental. This page does not constitute any recommendation or advise to transact securities, nor does it constitute any solicitation of any services. Readers should always consult their professional advisers for any clarification. Spiral Thinker Alliance and its members shall not be held responsible or liable for any losses or damages resulting from the use of or reliance on information contained within these pages or from disruption in the provision of the services provided in these pages.
Total Value
264,024.64
Today's Change
-4,670.00 (-1.77%)
Allocation
Stock's Value 159,230.00
Current Holding 6 Stocks
All Time Holding 15 Stocks
% of Total Value 60.31%
Available Cash Balance 104,794.64
Current Cash Balance 104,794.64
Unpaid Dividend 0.00
% of Total Value 39.69%
Performance
Average Cost 354,955.74
Unrealized Gain -90,931.10
% over Average Cost -25.62%
Total Capital 272,706.24
Total Return -8,681.60
% over Total Capital -3.18%
Last Updated:
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Turn off this switch if you wish to stop the auto refresh feature before the 1 hour limit is up.
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 | % |
|---|
Discussions
18 people like this. Showing 4 of 4 comments
Thank you for your comments VenFx. Nevertheless, the broad market has been up like fireworks of late, so any properly constructed portfolio should do well ^^
2018-01-12 21:00
Wow, A.A. and Uchitec seen to have more room for growth .
While, Lpi playing a very defensive role here.
2018-03-17 12:09
AIRASIA and UCHITEC are considered the growth stocks in this portfolio, along with KESM, GTRONIC etc. BOILERM, MAYBULK etc are potential Turnarounds (i.e. much higher risks), while LPI is the stalwart (lower risk).
2018-03-19 10:34
VenFx
For a 300k start up invstfolio, this is on solid ground with also enjoy the growth opportunity.
2017-11-26 14:59