Thursday 1 January 2015

My Portfolio Dec14

Summary for December 2014

Dec-14
Numbers of stocks 8
Cash/Share ratio 0
Share Bought None
Share Sold YOCB @ 0.98 (All)

Inari @ 2.60 (part)

Tambun @ 1.70 (part)


Overall 2014
Portfolio Return Dec14 -11.8%
KLCI Return Dec14 -3.28%
Portfolio Return YTD14 38.6%
KLCI Return YTD14 -5.66%



Stock Portfolio @ End of Dec14

Core Portfolio
Stocks Average Latest G/L (%)
None




Satellite Portfolio
Stocks Average Latest G/L (%)
GTRONIC 2.43 4.30 77.0
HHGROUP 0.475 0.43 -9.5
HUAYANG 2.32 2.05 -11.6
INARI 0.73 2.54 247.9
LATITUD 2.09 3.65 74.6
MATRIX 2.09 2.70 29.2
SCIENTEX 5.47 7.09 29.6
TAMBUN 0.77 1.62 110.4


Comment:

  • Worse monthly return (-11.8%) so far, with 3 consecutive months of negative return.
  • Surprisingly overall year 2014's return still manage to stay above 30% (38.6%) without including dividends received.
  • However, overall return falls from 71.2% in end of Sep14.
  • It's a "net sell" year for 2014 due to heavy expenses.
  • Decided to sell some Inari shares (20%) to protect the profit.
  • Suffers paper loss in 2 latest new stocks bought.

Plan:
  • To keep more cash
  • To concentrate on export-orientated & low-debts stocks in 2015

6 comments:

  1. Congrats on ur target achieved :)
    Mind to share which are the companies in ur kiv list?
    Tq

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    Replies
    1. Thanks wachxe. I don't have too much time to "do homework" since 1-2 months ago as I'm still busy with work & family. My targets are more or less still in my watchlist in this blog which I haven't update for a while. I'll try to "tidy up" & update soon. Hope u can recommend some good stocks too!

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    2. I'm looking at wellcal and coastal as well. I have a long watch list at around 30 companies, some favourate ones are like panamy, eforce, ioipg, and recently heard from mercury FLBHD, and probably inari after the right issue. Too many good ones but need to consider carefully :)

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    3. Thanks! Have to look more into FLBHD, Wellcal not bad indeed.

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