Wednesday, 11 May 2016

My Portfolio Apr16

Summary for April 2016

Apr-16
Numbers of stocks 13
Cash:Share ratio 25.0%
Share Sold None
Share Bought None


Overall 2016
Portfolio Return Apr16 -4.68%
KLCI Return Apr16 -2.61%
Portfolio Return YTD16 -16.0%
KLCI Return YTD16 -1.17%



Stock Portfolio @ Apr16

Stocks Avg Mac16 Apr16 Div 16 Apr16(%) Overall(%)
AWC 0.375 0.45 0.59
31.1 57.3
BJAUTO 1.92 2.17 2.20 4.65 1.4 14.6
COMPLETE 0.79 0.780 0.785
0.6 -0.6
GTRONIC 2.43 5.41 3.42 9.0 -36.8 40.7
HEVEA 0.775 1.19 1.21 0.750 1.7 56.1
INARI 0.66 3.22 2.73 2.4 -15.2 313.6
INARI-WB n/a 1.65 1.12
-32.1
KESM 4.42 4.13 4.23
2.4 -4.3
LATITUD 2.09 5.39 5.62
4.3 168.9
MATRIX 1.77 2.48 2.51 3.75 1.2 41.8
MATRIX-WA n/a 0.435 0.410
-5.7
NOTION 0.40 0.40 0.385
-3.8 -3.8
SCIENTEX 5.47 12.96 12.50 26.0 -3.5 128.5
TAMBUN 0.77 1.45 1.39 3.0 -4.1 80.5
TEKSENG 1.18 1.12 1.24
10.7 5.1


Comment:

  • Portfolio lost 4.68% in April16 mainly due to slump in Gtronic and Inari share price.
  • Portfolio registered 4 consecutive monthly loss.
  • No transaction in Apr16
  • No dividend ex-d in Apr16
  • AWC makes good gain this month

Plan:
  • As always, to trim my portfolio



Friday, 29 April 2016

A Shift Of Focus...

Some readers of this blog might be wondering: what has happened to Bursa Dummy lately??

This blog has been somewhat "abandoned" since the start of year 2016.

The reason is, I have shifted my focus out of stock market at the moment.

Now, I don't look at real time stock market price, I read less stock market news and I even forgot my stock trading login password at one time!

I don't even check the closing price of the stocks at the end of each trading day.

However, this does not mean that I don't like or don't believe in stock market investing anymore.

I'm still holding lots of shares and might buy or sell if there is a need to do so.

Why are people investing in stock market? To me it's a way to maximize our net worth.

To achieve financial freedom, I wrote before that we need to Earn, Save, Protect & Invest.

I have invested in property and stock markets, and I will continue to do so. Now I'm trying to earn more by doing some business.

That's why I spend less time in stock market, blogging and doing company research.

From year 2008 to 2012, I was doing property market research and viewing subsale and new properties.

After 2012, I just didn't feel it's a right time for me to buy more properties. So I shifted my focus more into stock market in 2013.

That's the time I developed my new investment strategy and became more active in blogging.

Now we are in year 2016. Personally I don't think that it will be a very good year for stock and property markets.

So, I'm thinking of maximizing my earning potential through business venture so that I can have more cash to invest when the time comes.

Anyway, I will still do a monthly summary for my stock portfolio here.

Tuesday, 5 April 2016

My Portfolio Mac16

Summary for March 2016

Mac16
Numbers of stocks 13
Cash:Share ratio 22.0%
Share Sold None
Share Bought KESM @ 3.91


Overall 2016
Portfolio Return Mac16 -0.3%
KLCI Return Mac16 3.80%
Portfolio Return YTD16 -12.3%
KLCI Return YTD16 1.48%


Stock Portfolio @ Mac16

Satellite Portfolio

Stocks Avg Feb16 Mac16 Div 16 Mac16(%) Overall(%)
AWC 0.375 0.435 0.45
3.4 20.0
BJAUTO 1.92 2.20 2.17 4.65 -0.4 13.0
COMPLETE 0.79 0.795 0.780
-1.9 -1.3
GTRONIC 2.43 5.50 5.41 9.0 0.0 122.6
HEVEA 0.775 1.34 1.19 0.75 -10.6 53.5
INARI 0.66 3.23 3.22 2.4 0.4 387.9
INARI-WB n/a 1.66 1.65
-0.6 n/a
KESM 4.42 4.32 4.13
-4.4 -6.6
LATITUD 2.09 6.19 5.39
-12.9 157.9
MATRIX 1.77 2.30 2.48 3.75 9.5 40.1
MATRIX-WA n/a 0.385 0.435
13.0 n/a
NOTION 0.40 0.39 0.40
2.6 0.0
SCIENTEX 5.47 10.72 12.96 26.0 20.9 136.9
TAMBUN 0.77 1.35 1.45 3.0 7.4 88.3
TEKSENG 1.18 1.12 1.12
0.0 -5.1


Comment:

  • YTD 12.3% portfolio loss underperforms KLCI's 1.48% gain, mainly due to bearish sentiment in export-orientated stocks
  • Dividend ex-ed in Mac16: BJAuto (2.15sen), Gtronic (9sen), Hevea (0.75sen), Inari (2.4sen) & Matrix (3.75sen)
  • Add more KESM shares at RM3.91
  • Scientex proposed 1:1 bonus issue
  • Not so active in stock market since Feb16, probably will keep these stocks for longer term


Plan:

  • May add more KESM
  • Keep cash