{"id":6076,"date":"2018-09-01T00:21:38","date_gmt":"2018-09-01T05:21:38","guid":{"rendered":"http:\/\/www.newlonkong.com\/English\/?p=6076"},"modified":"2018-09-01T00:41:20","modified_gmt":"2018-09-01T05:41:20","slug":"older-investment-performance-summary","status":"publish","type":"post","link":"https:\/\/www.newlonkong.com\/English\/older-investment-performance-summary\/","title":{"rendered":"Older Investment Performance Summary"},"content":{"rendered":"

Including the IG account which is not comparable to other brokerages because of the limiting rules by IG. <\/p>\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
Date<\/th>Account 1 <\/th>A\/C 1 (Interactive Brokers 1)<\/th>Account 2<\/th>A\/C 2 (Interactive Brokers 2)<\/th>Account 3<\/th>A\/C3 (CMC)<\/th>Account 4<\/th>A\/C 4 (IG)<\/th>Remarks<\/th>\n<\/tr>\n<\/thead>\n
2017.01.01<\/td><\/td>24,932<\/td><\/td>40,000
\n[added between 2017.9-2017.11]<\/td>		<\/td>2,724
\n[1724 on 2017.1.1, then 1001 was added on 2017.03.01]<\/td>		<\/td><\/td><\/td>\n<\/tr>\n
<\/td>Target<\/td>Actual<\/td>Target<\/td>Actual<\/td>Target<\/td>Actual<\/td>Target<\/td>Actual <\/td>Started planning, targeting 10% monthly increase<\/td>\n<\/tr>\n
2017.09.13<\/td><\/td>49090<\/td><\/td>20400<\/td><\/td>5450<\/td><\/td><\/td><\/td>\n<\/tr>\n
2017.09.30<\/td>55,000<\/td><\/td>22000<\/td><\/td>6,000<\/td><\/td><\/td><\/td><\/td>\n<\/tr>\n
2017.10.03 10:27 pm HK time<\/td><\/td>53650
\n<\/td>		39000<\/td>36450
\n<\/td>		<\/td>5647
\n<\/td>		<\/td><\/td>Injected HKD 20,001 by now, or about RMB 17,000 into account 2<\/td>\n<\/tr>\n
2017.10.05 10:23 am<\/td><\/td>55,110<\/td><\/td>35,580 <\/td><\/td>6,015<\/td><\/td><\/td><\/td>\n<\/tr>\n
2017.10.07 6:46 am<\/td><\/td>61,514<\/td><\/td>41,380<\/td><\/td>6,705<\/td><\/td>Added HKD3601 (~RMB 3000) into Account 2, <\/td>so that the total investment in this account is RMB 40,000<\/td>\n<\/tr>\n
2017.10.31<\/td>60,000<\/td>67,760<\/td>44,000<\/td>55,080<\/td>6,600<\/td>7,059<\/td><\/td><\/td><\/td>\n<\/tr>\n
2017.11<\/td><\/td><\/td><\/td>Injected and weeks later withdrew HKD 10,001 in Account 2 in October\/November<\/td><\/td>There were normal corrections in the market, <\/td>hurting all the accounts significantly,<\/td>so we corrected some mistakes in December, <\/td>the correction included getting out of certain stocks totally.<\/td>\n<\/tr>\n
2017.12.31<\/td><\/td>46,330<\/td><\/td>56,930<\/td><\/td>6,290<\/td><\/td><\/td><\/td>\n<\/tr>\n
2017.01.01-2017.12.31 One Year<\/td><\/td>Annual Gain =
\n
\n86% <\/td>		<\/td>Annual Gain =
\n
\n42%
\n<\/td>		<\/td>Annual Gain =
\n131 % <\/td>		<\/td><\/td><\/td>\n<\/tr>\n
2018.01.03 am 07:18<\/td>Nasdaq jumped 1.5% today<\/td>50,140<\/td>S&P500 0.83% today<\/td>64,901<\/td>Hang Seng +1.99% today.<\/td>7,251<\/td><\/td>80<\/td> so Accounts 2 & 3 reached the 10% target in 1 day, Account 1 in a few more days<\/td>\n<\/tr>\n
2018.01.17<\/td><\/td><\/td><\/td><\/td><\/td><\/td>added funds <\/td>3,082 (+ 2001 + 1001)<\/td> 2008.01.16 and 2008.01.19<\/td>\n<\/tr>\n
2018.01.31<\/td>51,000<\/td>67,750<\/td>63,000<\/td>69,520<\/td>6,900<\/td>8,810<\/td>3,400<\/td>3,333<\/td><\/td>\n<\/tr>\n
2018.02.28<\/td>75,000<\/td>73,800<\/td>77,500<\/td>66,620<\/td>9.700<\/td>8,716<\/td>3,700<\/td>1,872<\/td>World markets dropped a lot this month. <\/td>\n<\/tr>\n
2018.03.31<\/td>81,000<\/td>56,170<\/td>73,000<\/td>65,160<\/td>96,000<\/td>15,082<\/td>2,000<\/td>980<\/td><\/td>\n<\/tr>\n
2018.04.30<\/td>62,000<\/td>51,116<\/td>72,000<\/td>81,270<\/td>17,000<\/td>11,365<\/td>1,100<\/td>1041
\n<\/td>		lost significantly while I was in the US from 2018.03.29 - 04.09<\/td>\n<\/tr>\n
Return in 2018 (%)
\nas of 4.30<\/td>		<\/td>10.3%<\/td><\/td>42.7%<\/td><\/td>80.6%<\/td><\/td>- 66%<\/td>all 4 accounts total return = 30.7% <\/td>\n<\/tr>\n
2018.05.31<\/td>56,200<\/td>62,600<\/td>90,000<\/td>117,500<\/td>12,500<\/td>11,570<\/td>1,150<\/td>767
\n<\/td>		<\/td>\n<\/tr>\n
Return as of 2018.05.31 <\/td><\/td>35%<\/td><\/td>106%<\/td><\/td>80.7%<\/td><\/td>-75%<\/td>Total returen in 2018 for all 4 accounts: 64.7%<\/td>\n<\/tr>\n
2018.06.30<\/td>69,000<\/td>65,000<\/td>129,000<\/td>2018.06.18: Closed all positions: net value: RMB 114,533, withdrew HKD 100,501 on 2018.06.26<\/td>12,700<\/td>10,307<\/td>844<\/td><\/td>Targets were reached for A\/C 1, A\/C 3 on 2008.06.06<\/td>\n<\/tr>\n
2018.07.31<\/td>71,500<\/td>67,770<\/td><\/td><\/td>11,300<\/td>66,950<\/td><\/td><\/td><\/td>\n<\/tr>\n
2018.08.31<\/td>74,500<\/td>92,455<\/td><\/td><\/td>74,000<\/td>15,728<\/td><\/td><\/td><\/td>\n<\/tr>\n
Return in 2018 as of 2018.08.31 (%)<\/td><\/td>99.5%<\/td><\/td>106%<\/td><\/td>150%<\/td><\/td><\/td><\/td>\n<\/tr>\n
<\/td>Target
\n(A\/C 1)<\/td>		Actual
\n(A\/C 1)<\/td>		 Target
\n(A\/C 2)<\/td>		Actual
\n(A\/C 2)<\/td>		Target
\n(A\/C 3)<\/td>		Actual
\n(A\/C 3)<\/td>		Target
\n(A\/C 4)<\/td>		Actual
\n(A\/C 4)<\/td>		Remarks<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n","protected":false},"excerpt":{"rendered":"

Including the IG account which is not comparable to other brokerages because of the limiting rules by IG. <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ngg_post_thumbnail":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6076","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/posts\/6076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/comments?post=6076"}],"version-history":[{"count":2,"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/posts\/6076\/revisions"}],"predecessor-version":[{"id":6083,"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/posts\/6076\/revisions\/6083"}],"wp:attachment":[{"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/media?parent=6076"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/categories?post=6076"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newlonkong.com\/English\/wp-json\/wp\/v2\/tags?post=6076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}