Paper Trade Summary

Please note:

Todays Sells

The following 5 positions were held for an average of 5.6 days with an average trade return of -0.35% and the total portfolio return of -0.17%.
Ticker Buy Date Sell Date Days Held Buy Price Sell Price Return
AIZ 2020-06-23 2020-07-01 8 1.36 1.285 -5.51%
BTH 2020-06-23 2020-07-01 8 0.804952 0.770803 -4.24%
BWP 2020-06-30 2020-07-01 1 3.5965 3.62467 0.78%
RFF 2020-06-22 2020-07-01 9 1.85803 1.88282 1.33%
BRG 2020-06-29 2020-07-01 2 21.7872 23.0757 5.91%

Todays Buys

Ticker Name Sector Buy Date Buy Price
ALD Ampol Limited Ordinary Energy 2020-07-01 27.1539
AZJ Aurizon Holdings Limited Ordinary Industrials 2020-07-01 4.32302
JBH JB HI-FI Limited Ordinary Consumer Discretionary 2020-07-01 39.5644
PPH Pushpay Holdings Limited Ordinary Foreign Exempt NZX Information Technology 2020-07-01 2.0125
SPK Spark New Zealand Limited Ordinary Foreign Exempt NZX Communication Services 2020-07-01 3.8611

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 7.4 days with a return of 1.02% and the total portfolio return of 1.02%.
Ticker Sector Buy Date Days Held Buy Price Current Price Return (Today) Return (Total)
FMG Materials 2020-06-15 16 11.4296 10.998 -0.65% -3.78%
TRS Consumer Discretionary 2020-06-23 8 7.1 6.95 -1.28% -2.11%
CSL Health Care 2020-06-30 1 282.596 280.035 -0.91% -0.91%
ALD Energy 2020-07-01 0 27.1539 27.1539 0.00% 0.00%
AZJ Industrials 2020-07-01 0 4.32302 4.32302 0.00% 0.00%
JBH Consumer Discretionary 2020-07-01 0 39.5644 39.5644 0.00% 0.00%
PPH Information Technology 2020-07-01 0 2.0125 2.0125 0.00% 0.00%
SPK Communication Services 2020-07-01 0 3.8611 3.8611 0.00% 0.00%
LIC Real Estate 2020-06-16 15 8.93271 9.13121 -2.75% 2.22%
FPH Health Care 2020-05-28 34 27.0787 31.091 -3.26% 14.82%