Spiral_100K

Owner: ValinV
Access Type: SHARED
MODEL PORTFOLIO SPIRAL 100K

Start Date: 17-Nov-2016
Capital : RM100,000
Target CAGR : >= 15% p.a.
Risk Profile : Moderate Risk
Objective : Doubling every 5 years (or less)
Dividends & Interests : Reinvested

This is a reference model portfolio (updated weekly) ideal for working young adults with steady income, aged between 25 to 35 years. It can be a practical utility for retirement planning or source of funding for future gratification pursuits.

SNAPSHOTS
+ 2020W34 @ https://i.imgur.com/PHmz1fb.png


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
246,329.26
Today's Change
-646.50 (-0.26%)
Allocation

Stock's Value 168,395.50
Current Holding 5 Stocks
All Time Holding 95 Stocks
% of Total Value 68.36%

Available Cash Balance 77,933.76
Current Cash Balance 77,933.76
Unpaid Dividend 0.00
% of Total Value 31.64%
Performance

Average Cost 233,244.12
Unrealized Gain +13,085.14
% over Average Cost 5.61%

Total Capital 93,479.02
Total Return +152,850.24
% over Total Capital 163.51%
Last Updated:

Stock prices in this Watchlist/Portfolio will refresh automatically for as long as 1 hour of inactivity. After the auto refresh is off, you can re-activate it by turning on the "Auto Refresh" switch.
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 %
$CASH 77,933.76 31.64%
Total 246,329.26 100.00% -646.50 -0.26%
Discussions
7 people like this. Showing 2 of 2 comments

Raymun Chan

Hi ValinV, interesting to see Maybulk in your portfolio. Do you believe that the management will be able to return to positive operating cashflow?

2017-04-20 21:21

ValinV

Thank you for your comment Raymun. The investment thesis for MAYBULK is more on a QLT aspect. Overall, it is believed that the shipping industry has more or less bottomed out and should begin to revive soon. That said, this is among the highest risks businesses in this portfolio, and even more volatile that the airliners.

2017-05-08 12:21

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