Paper Trade Summary

Please note:

Todays Sells

The following 4 positions were held for an average of 4.2 days with an average trade return of 3.94% and the total portfolio return of 1.58%.
Ticker Buy Date Sell Date Days Held Buy Price Sell Price Return
APA 2020-05-27 2020-05-28 1 10.1273 10.4525 3.21%
FMG 2020-05-27 2020-05-28 1 10.4545 10.8062 3.36%
GMA 2020-05-27 2020-05-28 1 2.1309 2.22865 4.59%
MCP 2020-05-14 2020-05-28 14 2.43724 2.54973 4.62%

Todays Buys

Ticker Name Sector Buy Date Buy Price
CNU Chorus Limited Ordinary Foreign Exempt NZX Communication Services 2020-05-28 6.40594
FPH Fisher & Paykel Healthcare Corporation Limited Ordinary Foreign Exempt NZX Health Care 2020-05-28 27.0787
MNF nan nan 2020-05-28 nan
OBL Omni Bridgeway Limited Ordinary US Prohibited Financials 2020-05-28 4.54883

Current Portfolio

Please note it is common for our current holdings to have a negative return since our model tends to immedietly sell positions whenever they have strong positive returns. This is because our underlying multi factor model selects quality equities based on fundamentals while our shorter term trading AI focusses on the right timing to enter and exit.

Currently holding 10 positions for an average of 6.6 days with a return of -3.23% and the total portfolio return of -2.90%.
Ticker Sector Buy Date Days Held Buy Price Current Price Return (Today) Return (Total)
CSL Health Care 2020-04-23 35 301.964 283.098 -0.17% -6.25%
TNE Information Technology 2020-05-25 3 9.23797 8.70694 -0.62% -5.75%
RMD Health Care 2020-05-20 8 24.5783 23.1891 -3.19% -5.65%
SHV Consumer Staples 2020-05-25 3 6.47827 6.16156 -0.16% -4.89%
AST Utilities 2020-05-20 8 1.70696 1.62768 0.58% -4.64%
A2M Consumer Staples 2020-05-19 9 17.88 17.55 0.69% -1.85%
CNU Communication Services 2020-05-28 0 6.40594 6.40594 0.00% 0.00%
FPH Health Care 2020-05-28 0 27.0787 27.0787 0.00% 0.00%
OBL Financials 2020-05-28 0 4.54883 4.54883 0.00% 0.00%
MNF nan 2020-05-28 0 nan nan nan% nan%