| Mac 2014 | |
| Numbers of stocks | 8 |
| Cash/Share ratio | 0 |
| Share Bought | None |
| Share Sold | None |
| Overall 2014 | |
| Portfolio Return Mac14 | 16.1% |
| KLCI Return Mac14 | 0.7% |
| Portfolio Return YTD14 | 30.8% |
| KLCI Return YTD14 | -0.9% |
* The portfolio return is calculated using the following formula linked here
Stock Portfolio @ End Of Mac14
Core Portfolio
| Stocks | Average | Latest | G/L (%) |
| TAMBUN | 0.77 | 1.95 | 153.2 |
Satellite Portfolio
| Stocks | Average | Latest | G/L (%) |
| GTRONIC | 2.43 | 3.44 | 41.6 |
| INARI | 0.73 | 2.69 | 268.5 |
| LATITUD | 1.98 | 2.71 | 36.9 |
| MATRIX | 3.13 | 3.80 | 21.4 |
| SCIENTEX | 5.47 | 5.66 | 3.5 |
| TROP | 1.89 | 1.57 | -16.9 |
| YOCB | 0.69 | 1.22 | 76.8 |
Comment:
- No transaction in Mac14
- Unexpected YTD portfolio return of 30.8%, mainly due to Inari and Tambun again
- A surprise advance in share price for YOCB
- Poor share price performance by Scientex
Plan:
- To top up and promote Latitude to core portfolio when there is price weakness
- To add a plantation stock
- Need to sell some shares to accumulate fund for buying
outstanding performance. hope you can give us a heads-up on your next purchase. kudos :)
ReplyDeleteThanks James. Normally I don't recommend buy or sell in this blog. But I'll show what stocks I own and my plan for each month. I think it's not hard to predict what I'll buy next :)
ReplyDelete