PORTFOLIO PERFORMANCE & CUSTOMIZATION
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-67,51%
Total Return
Total Accumulated Return Since Inception.
-30,4%
Annual Return
Average Annual/Annualized Return (AAR)
-1,66%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
86,78%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
63,97%
SD
Annualized Standard Deviation of the portfolio daily rate of return
12,2
Duration
Average trade duration (i.e. number of days the average position is kept open)
Portfolio Customization Tools
PORTFOLIO SIZE
Maximum number of stocks to be included in the EQUAL WEIGHT portfolio
LEVERAGE
1 means NO leverage; 1,25 means using 25 cents of borrowed money on top of every 1 dollar invested
COMPOUNDING
COMPOUNDING: ON - presumes that the total (growing or declining) account balance gets Reinvested. OFF - Presumes that exactly the same dollar amount gets invested all the time
PORTFOLIO vs INDEX COMPARISON
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NEW & PENDING STOCK PICKS
Up to date information. Next scheduled updates: EQUITIES:December 23 at around 8p.m. New York time. FOREX:December 22 at around 8p.m. New York time. CRYPTO:December 22 at around 8a.m. New York time.
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Ticker
NEW
PEND
HIST
Buy Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on the entire portfolio. (because it is an EQUAL WEIGHT portfolio, return is calculated as the return on a particular stock divided by the maximum number of stocks in the portfolio (portfolio size)
Ticker
PEND
0881.HK
Buy Date
Nov 26, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
16,08
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,84%
Ticker
PEND
0968.HK
Buy Date
Dec 10, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
3,23
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,83%
Ticker
PEND
2269.HK
Buy Date
Dec 19, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
17,02
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
%
Ticker
PEND
0016.HK
Buy Date
Dec 3, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
77,9
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,73%
Ticker
PEND
0017.HK
Buy Date
Dec 3, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
6,41
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-2,04%
Total unrealized:
-4,44%
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker
2382.HK3690.HK0241.HK0960.HK0291.HK1378.HK0881.HK9633.HK9618.HK0688.HK1109.HK0968.HK1810.HK0981.HK0992.HK1093.HK0175.HK9988.HK2318.HK0017.HK0101.HK3968.HK2688.HK6098.HK0386.HK0857.HK0762.HK1177.HK6862.HK0316.HK1876.HK0288.HK0823.HK0027.HK1038.HK0267.HK1928.HK0883.HK2319.HK2269.HK9999.HK2020.HK2331.HK0669.HK2007.HK1398.HK0939.HK3988.HK2628.HK2313.HK0700.HK0388.HK1211.HK1299.HK
Buy Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on the entire portfolio. (because it is an EQUAL WEIGHT portfolio, return is calculated as the return on a particular stock divided by the maximum number of stocks in the portfolio (portfolio size)
Ticker
HIST
2382.HK
Buy Date
Dec 10, 2024
Price
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65,05
Sell Date
Dec 19, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
71,65
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
1,14%
Ticker
HIST
3690.HK
Buy Date
Dec 3, 2024
Price
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165,2
Sell Date
Dec 10, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
167
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,12%
Ticker
HIST
0241.HK
Buy Date
Nov 27, 2024
Price
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3,57
Sell Date
Dec 10, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
3,71
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,41%
Ticker
HIST
0960.HK
Buy Date
Nov 26, 2024
Price
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10,78
Sell Date
Dec 3, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
11,06
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,28%
Ticker
HIST
0291.HK
Buy Date
Nov 26, 2024
Price
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26,85
Sell Date
Dec 3, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
26,25
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,24%
Total Realized:
-63,07%