Portfolio

Stockify Portfolio (Active)

The active portfolio started with the following:

  • Having initial capital of RM 100k, equally distributed across 10 same stocks as starting.
  • 10 stocks are selected based on quantitative approach (Financial Analysis)
  • Aims to beat the market by at least 10%
  • The performance review will be done annually.
  • The portfolio is created for experimental purpose.
  • Most importantly, they do not involve any buy/sell call and any real money.

Active Portfolio – requires investors to spend more time in reviewing and seeking for better potentials to maximize the returns. Therefore, in managing our Active Portfolio, even though started with the same 10 stocks, the list of stocks are subject to change as we review the portfolio and identify better opportunities over time.

 


Stockify Portfolio (Passive)

The passive portfolio started with the following:

  • Having initial capital of RM 100k, equally distributed across 10 same stocks as starting.
  • 10 stocks are selected based on quantitative approach (Financial Analysis)
  • Aims to beat the market by at least 10%
  • The performance review will be done annually.
  • The portfolio is created for experimental purpose.
  • Most importantly, they do not involve any buy/sell call and any real money.

Passive Portfolio – requires lesser management to maximize returns. It doesn’t sound intuitively right but this portfolio was constructed on the belief that the less you do, the less mistakes you could make, as frequent investment decisions make us exposed to emotional traps. In our Passive Portfolio, the 10 stocks will remain the same over time.