My Portfolio May25

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.

My Portfolio Apr25

 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?

Home Solar PV System: A No Brainer?

 

Few years ago, I heard that to install home solar panels, the minimum cost was well above RM20-30k, and the payback period was around 10 years.

I'm not sure how true was it as I didn't do further research.

Last year, I heard that the cost has dropped significantly to less than RM20k and it took less than 5 years to recoup the initial investment.

Now, it is almost "zero cost upfront" with instant return on investment. 

It's just like in property investment when the developer gives 10% discount, free stamp duties/legal fees & DIBS so you don't need to pay anything before the VP, and then you rent out the property immediately with positive cashflow for 10 years.

Can you believe it?

My Portfolio Mac25

Summary For March 2025

 

Portfolio @ End of Mac25

Stock market continues to be lackluster in the month of March in which KLCI fell heavily at 3.9%.

My portfolio suffered small loss of 0.3% in the month, bringing the YTD loss to 8.9%.

I guess almost every investor who holds stocks will make paper loss at this stage of the year.

Sentiment was really bad in early to mid March, so I took the opportunity to top up some shares.

However, it's still too early to tell whether my decision is right or wrong.