My Portfolio Jun14

Summary for June 2014

June 2014
Numbers of stocks	7
Cash/Share ratio	0
Share Bought	None
Share Sold	None
Overall 2014
Portfolio Return Jun14	4.8%
KLCI Return Jun14	0.5%
Portfolio Return YTD14	47.2%
KLCI Return YTD14	0.84%

Portfolio calculation method here


Stock Portfolio @ End of June14

Core Portfolio

Stocks	Average	Latest	G/L (%)
TAMBUN	0.77	2.18	183.1

Satellite Portfolio

Stocks	Average	Latest	G/L (%)
GTRONIC	2.43	4.23	74.1
INARI	0.73	3.03	315.1
LATITUD	2.09	2.89	38.3
MATRIX	3.13	4.20	34.2
SCIENTEX	5.47	5.89	7.7
YOCB	0.69	1.23	78.3

Comment:

• No transaction in June 
• Good portfolio return of 47.2% in the first half of 2014
• Poor share price performance by Scientex

Plan:

• Try to keep cash