Monday, 18 September 2017

My Portfolio May17

Summary for May17

May-17
Numbers of stocks 13
Share Sold Inari @ 2.10 (part)

Inari-WB @ 1.28 (all)
Share Bought None


Overall 2017
Portfolio Return May17 -0.41%
KLCI Return May17 -0.36%
Portfolio Return YTD17 36.20%
KLCI Return YTD17 7.56%


Portfolio @ End of May17

Stocks Avg Apr17 May17 Div 17 May17% Overall%
Stock X
BJAUTO 1.92 2.15 2.00 2.75 -7.0 4.2
COMPLETE 0.765 1.03 0.89
-13.6 16.4
GESHEN 1.65 2.41 2.16
-10.4 30.9
HEVEA 0.775 1.36 1.33 2.00 -2.2 71.6
INARI *0.33 2.09 2.04 1.8 -2.4 518.2
INARI-WB n/a 1.27 n/a
n/a n/a
JAKS 1.20 1.66 1.55
-6.6 29.2
KESM 4.42 12.52 13.50 3.0 7.8 205.4
LATITUD 2.09 5.25 5.24
-0.2 150.7
LEONFB 0.505 0.675 0.725
7.4 43.6
MATRIX 1.77 2.59 2.70 3.50 4.2 52.5
MATRIX-WA n/a 0.465 0.535
15.1 n/a
NOTION 0.40 1.19 1.20 1.00 0.8 200.0
SCIENTEX 2.735 8.29 8.23
-0.7 200.9

Tuesday, 12 September 2017

My Portfolio Apr17

Summary for April 2017

Apr-17
Numbers of stocks 13
Share Sold None
Share Bought None


Overall 2017
Portfolio Return Apr17 3.87%
KLCI Return Apr17 1.85%
Portfolio Return YTD17 34.59%
KLCI Return YTD17 7.95%


Portfolio @ End of Apr17

Stocks Avg Mac17 Apr17 Div 17 Apr17% Overall%
Stock X
BJAUTO 1.92 2.00 2.15 2.75 7.5 12.0
COMPLETE 0.765 1.06 1.03
-2.8 30.7
GESHEN 1.65 1.99 2.41
21.1 46.1
HEVEA 0.775 1.41 1.36 2.00 -3.5 75.5
INARI *0.33 2.04 2.09 1.8 2.5 533.3
INARI-WB n/a 1.24 1.27
2.4 n/a
JAKS 1.20 1.48 1.66
12.2 38.3
KESM 4.42 11.80 12.52 3.0 6.1 183.3
LATITUD 2.09 5.46 5.25
-3.8 151.2
LEONFB 0.505 0.660 0.675
2.3 33.7
MATRIX 1.77 2.54 2.59 3.50 1.9 46.3
MATRIX-WA n/a 0.415 0.465
12.0 n/a
NOTION 0.40 1.20 1.19 1.00 -0.8 197.5
SCIENTEX 2.735 7.38 8.29
12.3 203.1



Monday, 17 April 2017

My Portfolio Mac17

Summary for March 2017

Mac-17
Numbers of stocks 13
Share Sold None
Share Bought None


Overall 2017
Portfolio Return Mac17 11.51%
KLCI Return Mac17 2.73%
Portfolio Return YTD17 29.74%
KLCI Return YTD17 5.99%


Portfolio @ End of March 2017

Stocks Avg Feb17 Mac17 Div 17 Mac17% Overall%
STOCK X
BAUTO 1.92 2.06 2.00 2.75 -2.9 4.2
COMPLETE 0.765 1.11 1.06
-4.5 38.6
GESHEN 1.65 1.98 1.99
0.5 20.6
HEVEA 0.775 1.48 1.41 2.00 -3.4 81.9
INARI 0.33 1.91 2.04 1.8 7.7 518.2
INARI-WB n/a 1.09 1.24
13.8 n/a
JAKS 1.20 1.08 1.48
37.0 23.3
KESM 4.42 9.76 11.80 3.0 20.9 167.0
LATITUD 2.09 5.67 5.46
-3.7 161.2
LEONFB 0.505 0.550 0.660
20.0 30.7
MATRIX 1.77 2.49 2.54 3.50 3.4 43.5
MATRIX-WA n/a 0.390 0.415
6.4 n/a
NOTION 0.40 0.835 1.20 1.00 44.9 200.0
SCIENTEX 2.735 7.33 7.38
0.7 169.8


Comment:
  • Dividend ex-ed for Hevea (2.0sen), Inari (1.8sen), Matrix (3.5sen) & Notion (1.0sen) in March 2017
  • Notion, Jaks, KESM & Leon Fuat registered good gain in Mac17
  • Portfolio gains 30% in the first 3 months, as a result of bullish sentiment especially in small cap and penny stocks
  • A big regret in selling Gtronic as I expected its share price to drop for me to buy back later
  • Failed to trim portfolio as unwilling to sell some stocks cheaply

Plan:
  • Buy on weakness