Ultimate Investors Playbook: Stock Portfolio Results | Piranha Profits INSIGHT by Piranha Profits

Ultimate Investors Playbook: Stock Portfolio Results

As profit-driven investors, we want to place our money in trustworthy stock ideas that bring us good gains. On this page, we show you real results of how the stock ideas from Adam Khoo’s Ultimate Investors Playbook (UIP) have performed since its launch on 01 February 2020.

UIP Stock Portfolio: Overall Performance

The following data is based on the time period 01 February 2020 to 14 August 2020 (US time).

So far, Adam has presented 14 stock ideas (2 ideas per month) in the UIP premium reports.
% change is calculated based on each stock idea’s share price on the date it was presented in UIP, compared to the current share price recorded on 14 August 2020.   

Average portfolio gain is calculated based on an equal position size allocation across all the stocks. Since there are 14 stocks so far, each stock takes up approximately 7.14% of the overall portfolio in this calculation.

For example, if the overall account size is USD 14,000, each stock takes up USD 1,000 worth of shares.

Do note that actual overall portfolio % gain may differ from investor to investor, depending on individual risk appetite and portfolio allocation.

Overall, Our Stock Ideas Have Returned 17% Average Portfolio Gains Since UIP’s Launch 6.5 Months Ago

Let’s say an investor (let’s call him Ben) subscribed to UIP since February 2020. Every month, Ben took action on the stock idea on the date it was presented. By now (6.5 months later), Ben’s stock portfolio would have grown by +17%.

In other words,

If Ben’s total invested capital were USD 10,000, he would have gained USD 1,700 so far.

If Ben’s total invested capital were USD 50,000, he would have gained USD 8,500 so far.

… and so on.

Note that the above calculation assumes that Ben enters each stock on the date it was presented.

In reality, Adam Khoo enters each stock at a lower price by studying its technical chart patterns.

As a UIP subscriber, you will receive notifications every time Adam enters a stock. Many of our subscribers who chose to follow Adam’s entry time were happy to report impressive gains on their portfolio.

Check out the Ultimate Investors Playbook reviews here.

UIP Stock Portfolio Comparison with S&P 500 ETF 

Now, how good is a return of 17% in 6.5 months? For perspective, let’s benchmark the UIP stock portfolio’s performance against the S&P 500 ETF (SPY).
 
The SPY is a well-known ETF that tracks the performance of the S&P 500 stock market index, which in turn tracks the 500 largest US-listed companies.

From 01 Feb to 14 Aug 2020, the UIP Stock Portfolio Outperformed SPY by 28%

For the purpose of this comparison, let’s imagine another investor named Charlie. Every time Ben invests in a UIP stock idea, Charlie invests the same capital in SPY instead.

For example,

On 01 February 2020, Ben invests a total of USD 2,000 on UIP stocks (USD 1,000 on each stock idea).

At the same time, Charlie invests USD 2,000 on SPY.

This continues for the next few months.

By 14 August 2020 (6.5 months later), Ben’s portfolio gained +17%, while Charlie’s portfolio gained +13.3%.

Since the men each invested a total capital of USD 14,000, Ben gained USD 2,380 while Charlie gained USD 1,862.

In other words, Ben achieved 28% more gains compared to Charlie, by investing his money in UIP stock ideas.

UIP Stock Ideas: Individual Performance

The following US stock chart data was recorded on 14 August 2020 (US time). China and Singapore stock chart data was recorded on 15 August 2020 (HK/SG time).

% change is calculated based on each stock idea’s share price on the date it was presented in UIP, compared to the current share price recorded on 14 August 2020 (US time). 

Presentation Date: 01 February 2020

February 2020 Stock Idea 1: -6% in 6.5 months
This is a China stock in the Financial Services sector. This fundamentally strong stock is currently about 50% undervalued.
February 2020 Stock Idea 2: -7% in 6.5 months
This is an industrial REIT listed on the Singapore Exchange. It has yet to pick up against the Covid-19 backdrop.

Presentation Date: 01 March 2020

March 2020 Stock Idea 1: +24.2% in 5.5 months
This is a company listed on NYSE that owns restaurants in China.
March 2020 Stock Idea 2: +84.3% in 5.5 months
This is a US stock in the Healthcare sector. The share price has soared since Adam presented it, and our subscribers were happy to collect great gains.

Presentation Date: 01 April 2020

April 2020 Stock Idea 1: +17.8% in 4.5 months
This is a defensive stock in the US F&B industry.
April 2020 Stock Idea 2: +33% in 4.5 months
This is a China stock in the Communication Services sector.

Presentation Date: 01 May 2020

May 2020 Stock Idea 1: +24.3% in 3.5 month
This is a US cyclical stock in the Travel Services sector.
May 2020 Stock Idea 2: +14.5% in 3.5 month
This is a US stock in the Communication Services sector.

Presentation Date: 01 June 2020

June 2020 Stock Idea 1: +24.1% in 2.5 months
This is a China stock in the Internet Retail industry.
June 2020 Stock Idea 2: +0.1% in 2.5 months
This is a US stock in the Aerospace industry.

Presentation Date: 01 July 2020

July 2020 Stock Idea 1: +4.8% in 1.5 months
This is a US stock in the financial industry.
July 2020 Stock Idea 2: +11.7% in 1.5 months
This stock is in the financial industry

Presentation Date: 01 August 2020

August 2020 Stock Idea 1: +3.4% in 14 days

This is a US stock in the consumer discretionary industry

August 2020 Stock Idea 2: 8.7% in 14 days
This is a US stock in the communication services industry