Performance Comparison Since Inception (%)
| SHARES HELD | QUANTITY | AVERAGE COST | COST OF INVESTMENT |
CURRENT PRICE |
CURRENT VALUE |
GAIN / (LOSS) |
GAIN / (LOSS) |
|---|---|---|---|---|---|---|---|
| Total | - | - | - | - | |||
| Shares bought | |||||||
| Total shares held | - | - | - | - | |||
| Shares sold | |||||||
| Cash Balance | |||||||
| Realised Profits / (Losses) | |||||||
| Change since last update | |||||||
| Portfolio | |||||||
| FBMKLCI | |||||||
| Portfolio Returns Since Inception | |||||||
| Portfolio Returns (Annualised) | |||||||
| Portfolio Beta | |||||||
| Risk Adjusted Returns Since Inception | |||||||
| Performance Comparison | At Portfolio Start | Current | Change | Relative Portfolio Outperformance | |||
Footnote:
*Current price is as at .
*Portfolio started on with .
*
*Current price is as at .
*Portfolio started on with .
*
STOCKS SOLD IN THE LAST 12 MONTHS (Currency: MYR)
| SHARES SOLD | DATE BOUGHT | DATE SOLD | QUANTITY | AVERAGE COST |
COST OF INVESTMENT |
PRICE SOLD | SALES PROCEEDS |
GAIN / (LOSS) |
GAIN / (LOSS) |
|---|
A Note to Readers
It is my pleasure to share with you my Value Investing Portfolio. However, I must emphasize that it is by no means a recommendation or a solicitation or expression of views to influence you to buy or sell any stocks. I am just sharing openly on what I am doing with my stock portfolio.
Further, I like to remind all investors that investing is not just about the profits or returns. You will inevitably suffer stock losses too. You need to understand your own investment objective, risk appetite and the amount of loss you can afford to bear. So, while many investors talk only about absolute returns, I am also sharing the computed risk-weighted returns of my portfolio.
Tong Kooi Ong
