Ah Tan ah...

My one issue was highlighting the precentage gain of a stock using deducting dividends from stock cost method.
I say it is wrong and it is not accurate.
It is misleading and it is boosting one own's ego.

Example... (    long reply hor... for that one that cannot and do not want to read long stuff, why you bother my reply to Ah Tan. )

[attachmentid=3432548]

This portfolio is Insider Asia portfolio - week 500.

I use MyEG as an example because it is simple and clean.

Insider Asia purchase of MyEG is stated on week 345. Link: 345

Purchase price is 44.5 sen.
Total dividends received from MyEG is 3.15 sen.
Using DEDUCTING DIVIDENDS FROM SHARE COST, new cost per share should be 0.445 - 0.032 = 0.4135
Total adjusted cost of investment becomes 4135.00.
Price of MyEG at week 500 = 80 sen.

For easy reference, say we sell MyEG at 80 sen. Price of shares sold is 8000.00, total dividends received is 315.00. Cost of shares is 4450.00. What is your profit and your margin?

Using my lousy method of NOT deducting dividends.
Profit = (8000 - 4450) + 315 = 3865.00
Percentage gain = 3865 / 4450 = 86.85%

Do you agree?

Look at InsiderAsia portfolio again.
What is the percentage stated? 93.5%

They get that by..
Gain = 8000 - 4135 = 3865. (which is the same)
Percentage gain = 3865 / 4135 = 93.47% or 93.5% rounded.

What's the difference?

The denominator used in counting is changed from 4450 to 4135.
This increased the percentage.
Which makes the individual stock return looks much better!!!!

Is this correct?
I say it is wrong.

We can say we use different ways to count BUT the end result should be same.
The end result or the PERCENTAGE GAIN should be the same.

Is percentage gain important?

Answer is yes.

Look at InsiderAsia.
It is so important for them that they purposely have one last column to show the CHANGE IN VALUE SINCE ACQUISITION (%).

Anyone reads a portfolio, what do they look for?
Percentage gain.
You ask someone, what do you ask?
What's your percentage gain for your portfolio? (I understand this is not the TRUE value because we need to take time factor and other factors into consideration but for simplicity sake, everyone just use percentage gain.)

Refer back at InsiderAsia.
By having that CHANGE IN VALUE SINCE ACQUISITION (%) in their table, I find their portfolio table VERY MISLEADING because of how they deduct these dividend gains from their stock cost.
It increases the individual stock gain percentage and ends up misleading readers.

Oh ya and Mulpha too. Just got to hear about it yesterday.
Like aiming for RM 0.60

Ping Pong divvy is extremly generous.

Gotta be awesome if I still keeping my 2.2x stock. Some stock are not meant for sell, really.

Thinking to own BOTH, but price never come down. 

Mulpha is one of the property developers who owns a fair bit of land in Iskandar region.
You can consider it as an laggard and past few days we are seeing Mulpha playing catch up.

Refer posting #1719. List mentioned in March. https://forum.lowyat.net/topic/2696144/+1700#

Dunno how to answer since I got vested interest in this theme.

Maybe the Star veggie list might help.