Total Value
64,480.08
Today's Change
+340.00 (0.53%)
Allocation
Stock's Value 59,230.00
Current Holding 3 Stocks
All Time Holding 12 Stocks
% of Total Value 91.86%
Available Cash Balance 5,250.08
Current Cash Balance 5,250.08
Unpaid Dividend 0.00
% of Total Value 8.14%
Performance
Average Cost 61,797.51
Unrealized Gain +2,682.57
% over Average Cost 4.34%
Total Capital 71,400.00
Total Return -6,919.92
% over Total Capital -9.69%
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
3 people like this. Showing 3 of 3 comments
KC, thanks. I am looking forward to making use of Magic Formula and add more undervalued stocks into the portfolio.
Best wishes to you too.
2014-12-31 20:02
Edmund Dominos
KLCI 1872.52 on inception date, 28/08/2014, year end KLCI peformance = 1761.25. KLCI performance since inception is -111.27 or -5.9%.
Assume KLCI component stocks have 3% dividend yield for one year, and the fund operated for 4 months, another +1% is added to the performance. The corrected KLCI performance since inception is -4.9%.
Wong's Family Balance Fund performance = -3.3%.
Currently, 44.8% of NAV remain in cash and 55.2% is invested in stock market.
2014-12-31 18:28