Summary of September 2025
Portfolio @ End of Sep25
In Sep25, my portfolio rose 4.9%, which is easily its best performance YTD.
YTD portfolio loss has been narrowed to 6.1% which is the "best" level since Feb25.
KLCI continues its advance in Sep25 with a handsome 2.3% gain.
I didn't make any transaction this month, and my portfolio was mainly lifted by Eupe, MFCB & Scientex which made more than 10% gain in a month.
From 1st of Jul 2025 onward, TNB has introduced new electricity tariff which divides the charges into 3 categories:
This new structure will be unfair to households with solar PV system under NEM if the solar electricity only can offset the energy charge, as the capacity and network charges are relatively high.
Nevertheless, in the end, fortunately all those charges can be offset one to one.
Recently my Facebook page for this blog has been blocked due to infringement of rights of Bursa Malaysia.
Although there was a chance to appeal, I decided not to do so since I was not active in FB page anyway. That FB page just provides links to this blog.
Sooner or later, I think I might get the same warning from Blogger so I'd better change the blog's name first.
I'm not sure what kind of infringement I got reported for. Is it the "old" Bursa logo, the word "Bursa" in the blog name, or my blog contents?
If my blog suddenly disappear or becomes not accessible, then you should know what happens.
Summary of August 2025
Portfolio @ End of Aug25
Even though KLCI soared 4% in Aug25, my portfolio only gained a little at 1.1%.
Most stocks in my portfolio suffered loss in the month, but MI & TMCLife manage to register decent gain at 15% & 10% respectively.
There was no buy transaction in this month but I decided to dispose all my TAS shares.
Perhaps I should have sold all my TAS shares much earlier but overall this investment still brings in 18% gain.
