My Portfolio Jun23

 Summary For June 2023

Portfolio @ End of Jun23

My portfolio is rather flat in Jun23 with a marginal gain of 0.3%. Overall YTD still manage to stay in the positive territory of 3.1%.

T7Global started to make some move this month with a sudden surge from 41.5sen to 47.5sen in mid June, only to retreat to 44.5sen at the end of Jun23.

Gtronic made good progress as well with a 6.8% gain in the month.

However, MFCB dropped by as much as 7.0% in June which was somewhat unexpected to me. 

I thought MFCB's share price should be as steady as rock even if growth might be slow. It has dropped from RM3.60 to almost RM3.00 since earlier this year.

My Portfolio May23

Summary For May 2023

Portfolio @ End of May23

KLCI dropped 2% in May23 while my portfolio dropped even more at 4%, reducing the YTD gain to merely 2.7%.

Tech related stocks seems to suffer this month, with MI leading the pack by falling 15.8%. JHM & Krono both fell by 7%.

Nevertheless, Gtronic still managed to register a 7% gain in the month.

Both Hibiscus and Maybulk also dropped by a massive 10%.

My Portfolio Apr23

 Summary For April 2023

My Portfolio @ End of Apr23

In Apr23, my portfolio inched up just 0.5% while KLCI dropped 0.5%.

MyNews continued to fall after its loss-making result announcement, while MI lost 7.3% may be because investors have anticipated a poor upcoming result.

Uchitec advanced 6.5% after it announced a surprise special dividend of 5sen, bringing its total dividend to 30sen for FY22.

This is a good 9.1% dividend yield at share price of RM3.30.

I added more T7Global's shares into my portfolio and there was no sell transaction in Apr23.

My Portfolio Mac23

 My Portfolio @ Mac23

Portfolio @ End of Mac23

In March 2023, KLCI dropped another 2%, perhaps due to jittery atmosphere caused by bank failure in the US.

My portfolio could not escape the negative sentiment and retreated 1.3% this month, bringing the first quarter return down to 5.9%.

The biggest casualty in Mac23 was myNews which fell 19.4% in the month especially after it released its FY23Q1 result.

The loss-making result of myNews is somewhat expected but it seems like most investors were very disappointed with this set of result.

I sold part of my myNews shares just before it released its result, as I strongly felt that its share price would surely dive after the result was out.

I didn't sell all shares as I still hope for a miracle like most shareholders.