Three months ago I wrote a post about installing a home solar PV system "Home Solar PV System: A No Brainer?".
Now, my home solar system has been up and running for more than 2 months.
It's time to share my short experience and how much money I can actually save.
Is residential solar system under NEM scheme really worth it?
Summary of Jun 2025
Portfolio @ End of Jun25
Jun25 was not a good month to me as my portfolio shrank 1.1%, increasing YTD loss to 9.7%.
Share price of JHM dropped 17.3% in the month. It suddenly plunged 15% on 20 Jun25 with relatively high volume.
I'm not sure what was brewing but it didn't look good. It's unlikely to be due to poor quarter result as the financial period has not ended yet.
Anyway, its next quarter result is not expected to be good.
Summary For May 2025
Portfolio @ End of May25
In May25, my portfolio gained 1.5% thanks to KFIMA & FOCUSP.
However, YTD it still suffers 8% loss, matching KLCI's lackluster performance.
I decided to reduce my shares in TAS, even though it's expected to deliver a decent result next quarter.
FOCUSP's FY25Q1's revenue and PAT both improved YoY to RM72.9mil & RM7.9mil (EPS 1.71sen) which is good. There was RM0.7mil of inventories written down/off in the quarter.
Anyway, its F&B segment swung back into loss which is a slight disappointment.
A 1.75sen interim dividend was declared, as expected and similar to last year.
Summary For April 2025
Portfolio @ End of Apr25
April was a month with roller coaster ride.
Stock market fell sharply after the US announced its shocking reciprocal tariffs on 2nd of April but manage to climb back up at the end of the month.
The KLCI still gained 1.75% in the month, and my portfolio manage to breakeven.
The stock market crawled back after the crazily high tariffs were paused for 90 days except for China.
Now more than a month has passed and it seems like no single deal has been agreed on. There seems to be no real breakthrough in the firm stance between the US and China.
Thus, there are still lots of uncertainties lingering around. The US's GDP in Q1 2025 has already shrank 0.3% QoQ.
Will the US give up on its original plan? Will the US and the world go into recession?
