Saturday, 2 May 2015

My Portfolio Apr15

Summary For April 2015

Apr-15
Numbers of stocks 10
Cash:Share ratio 4%
Share Bought None
Share Sold None


Overall 2015
Portfolio Return Apr15 0.43%
KLCI Return Apr15 -0.68%
Portfolio Return YTD15 36.7%
KLCI Return YTD15 3.23%

Portfolio return is inclusive of dividends received


Stock Portfolio @ End of Apr15

Satellite Portfolio

Stocks Avg Mac15 Apr15 Div 15 Apr15(%) Overall(%)
GESHEN 0.575 0.58 0.68
17.2 18.3
GTRONIC 2.43 5.26 5.95 0.08 13.1 144.9
HHGROUP 0.475 0.490 0.580 0.005 18.4 22.1
HUAYANG 2.32 2.06 2.10 0.05 1.9 -9.5
INARI 0.82 3.31 3.16 0.023 -4.5 285.4
INARI-WB n/a 1.46 1.40
-4.1 n/a
JOHOTIN 1.54 1.49 1.53
2.7 -0.6
LATITUD 2.09 6.34 5.65
-10.9 170.3
MATRIX 2.09 2.80 3.16 0.065 12.9 51.2
SCIENTEX 5.47 6.77 6.65 0.13 -1.8 21.6
TAMBUN 0.77 1.80 1.88 0.03 4.4 144.2


Comment:
  • No transaction in April 15
  • No dividend ex-ed in April 15
  • Manage to register FD-like return of 0.4% per month in Apr15
  • Despite >10% monthly return from Geshen, Gtronic, HHGroup & Matrix, overall portfolio performance is dragged down by monthly loss of Latitude & Inari which carry high weightage
  • Unable to accumulate more cash

Plan:
  • Plan to top up either Geshen, HHGroup or Johotin after reviewing latest quarterly result
  • May need to sell some shares to raise more cash



7 comments:

  1. I also bot some HH, it gave me the feeling when I bot karex at 2.8 before bonus. Well done for ur Geshen & HH

    ReplyDelete
    Replies
    1. Thanks, I hope ur right on HH :)

      Delete
  2. I think HH will go futher than karex.

    ReplyDelete
    Replies
    1. Depends on upcoming results, but I still think unlikely to be as spectacular as Karex

      Delete
  3. 可惜不是我。。。陪Tambun到最后

    ReplyDelete
  4. can YOCB be a pre-gst curi ayam play? for the march quarter

    ReplyDelete