Friday, January 10, 2014

My Portfolio - Week 1

Has been a while for me to type this blog.

So, in the X'Mas Holidays, my family has decided to give me a start-up a capital of HK$100,000.  As an aspiring fund manager, I decided to take this opportunity to test my investment ability/potential.

I have invested HK$82,990.  The rest is left in the account, as an emergency fund.  

Below is how my portfolio performed in this week:


Stock No Execution Date Execution Price Quantity Total amount
83 06/01/2014 10.12 2000 20240
1088 06/01/2014 21.95 1000 21950
3988 07/01/2014 3.4 12,000 40800
82990
Date  Daily Gain/Loss Hang Sang Gain/Loss (%) Size of  Portfolio (HK$)
06/01/2014   N/A
07/01/2014   0.55% 0.13% 83,450
08/01/2014   1.64% 1.25% 84,350
09/01/2014  0.92% -0.91% 83,750
10/01/2014  2.20% 0.26% 84,800  


As you can see, my portfolio has been outperforming the HSI index every day, which I hope  is encouraging?

P.S. Daily Gain/Loss is calculated with the following formula : (Date of calculation)Portfolio's value - 82990 divided by 82990 and then times 100%.

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