Tong's Value Investing Portfolio as of July 18, 2019

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Performance Comparison Since Inception (%)

  • Tong's Value Investing Portfolio
  • FBM KLCI
 
SHARES HELD QUANTITY AVERAGE COST COST OF
INVESTMENT
CURRENT
PRICE
CURRENT
VALUE
GAIN /
(LOSS)
GAIN /
(LOSS)
AJINOMOTO (M) BHD 1,500 11.813 17,720.0 17.360 26,040.0 8,320.0 47.0%
Total     182,142.5   194,668.0 12,525.5 6.9%
         
Shares bought        
No transaction.              
         
Total shares held     197,342.5   209,388.0 12,045.5 6.1%
         
Shares sold        
No transaction.              
         
Cash Balance         87,582.6    
Realised Profits / (Losses)         84,925.1    
         
Change since last update Jul 11, 2019        
Portfolio             (1.4%)
FBMKLCI       (1.8%)
         
         
Portfolio Returns Since Inception     200,000.00   296,970.6 96,970.6 48.5%
Portfolio Returns (Annualised)             10.2%
         
Portfolio Beta             0.972
Risk Adjusted Returns Since Inception             49.9%
         
         
Performance Comparison At Portfolio Start Current Change Relative Portfolio Outperformance
FBM KLCI 1,829.7 1,648.9 (9.9%) 58.4%
FBM Emas 12,700.4 11,777.6 (7.3%) 55.8%
Footnote:
*Current price is as at July 18, 2019.
*Portfolio started on Oct 10, 2014 with MYR200,000.
*This is a personal portfolio for information purposes only and does not constitute a recommendation or solicitation or expression of views to influence readers to buy/sell stocks.

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