Portfolio 2014 Part 2
As for my initial portfolio, I've invested heavily in CLIQ while left some others in SONA.
Initial Portfolio (2 January 2014)
SHARE Cost Units Market Value
CLIQ RM0.675 150,000 units RM101,250
CLIQ-WA RM0.375 140,000 units RM52,250
SONA RM0.445 100,000 units RM44,500
As for today, I would like to do some switching. I will sell all my current holdings in SONA at RM0.445 even I'm not making any money from it. I would like to buy more CLIQ-WA at the price of RM0.385.
As a result, I will get back RM44,500 and will use all of the sales proceed to "HENTAM" CLIQ-WA.
RM44,500 divide by RM0.38 will gives me a total of 115,584 units of CLIQ-WA.
As a result, I will take it as 115,000 units of CLIQ-WA where the remaining cash will be the cost of these transactions.
As for now, my portfolio position on 10 January 2014 will be
Portfolio (10 January 2014)
SHARE Cost Units Total Cost
CLIQ RM0.675 150,000 units RM101,250
CLIQ-WA RM0.37951 255,000 units RM96,775
Good Luck to me man!
Disclaimer: The content on this site is provided as general information only and should not be taken as investment advice. All site content, shall not be construed as a recommendation to buy or sell any security or financial instrument. The ideas expressed are solely the opinions of the author. Any action that you take as a result of information, analysis, or commentary on this site is ultimately your responsibility. Consult your investment adviser before making any investment decisions
Initial Portfolio (2 January 2014)
SHARE Cost Units Market Value
CLIQ RM0.675 150,000 units RM101,250
CLIQ-WA RM0.375 140,000 units RM52,250
SONA RM0.445 100,000 units RM44,500
As for today, I would like to do some switching. I will sell all my current holdings in SONA at RM0.445 even I'm not making any money from it. I would like to buy more CLIQ-WA at the price of RM0.385.
As a result, I will get back RM44,500 and will use all of the sales proceed to "HENTAM" CLIQ-WA.
RM44,500 divide by RM0.38 will gives me a total of 115,584 units of CLIQ-WA.
As a result, I will take it as 115,000 units of CLIQ-WA where the remaining cash will be the cost of these transactions.
As for now, my portfolio position on 10 January 2014 will be
Portfolio (10 January 2014)
SHARE Cost Units Total Cost
CLIQ RM0.675 150,000 units RM101,250
CLIQ-WA RM0.37951 255,000 units RM96,775
Good Luck to me man!
Disclaimer: The content on this site is provided as general information only and should not be taken as investment advice. All site content, shall not be construed as a recommendation to buy or sell any security or financial instrument. The ideas expressed are solely the opinions of the author. Any action that you take as a result of information, analysis, or commentary on this site is ultimately your responsibility. Consult your investment adviser before making any investment decisions
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