Paper Trade Summary

Please note:

Todays Sells

The following 4 positions were held for an average of 7.8 days with an average trade return of -1.00% and the total portfolio return of -0.40%.
Ticker Buy Date Sell Date Days Held Buy Price Sell Price Return
SHV 2020-05-25 2020-06-04 10 6.47827 6.07518 -6.22%
AST 2020-05-20 2020-06-04 15 1.70696 1.66033 -2.73%
PTM 2020-06-01 2020-06-04 3 3.45885 3.54143 2.39%
OBL 2020-06-01 2020-06-04 3 4.6083 4.72722 2.58%

Todays Buys

Ticker Name Sector Buy Date Buy Price
AEF Australian Ethical Investment Limited Ordinary Financials 2020-06-04 6.53151
DTL Data#3 Limited Ordinary Information Technology 2020-06-04 5.25663
MCP McPherson’s Limited Ordinary Consumer Staples 2020-06-04 2.66221
PPH Pushpay Holdings Limited Ordinary Foreign Exempt NZX Information Technology 2020-06-04 1.705

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 8.8 days with a return of -1.43% and the total portfolio return of -1.29%.
Ticker Sector Buy Date Days Held Buy Price Current Price Return (Today) Return (Total)
RMD Health Care 2020-05-20 15 24.5783 23.5562 2.37% -4.16%
CSL Health Care 2020-04-23 42 301.964 289.715 3.77% -4.06%
FPH Health Care 2020-05-28 7 27.0787 26.3545 -1.25% -2.67%
DDR Information Technology 2020-06-03 1 7.90557 7.75317 -1.93% -1.93%
A2M Consumer Staples 2020-05-19 16 17.88 17.87 2.11% -0.06%
AEF Financials 2020-06-04 0 6.53151 6.53151 0.00% 0.00%
DTL Information Technology 2020-06-04 0 5.25663 5.25663 0.00% 0.00%
MCP Consumer Staples 2020-06-04 0 2.66221 2.66221 0.00% 0.00%
PPH Information Technology 2020-06-04 0 1.705 1.705 0.00% 0.00%
MNF nan 2020-05-28 7 nan nan nan% nan%