| July 2014 | |
| Numbers of stocks | 7 |
| Cash/Share ratio | 1 : 45 |
| Share Bought | None |
| Share Sold | None |
| Overall 2014 | |
| Portfolio Return Jul14 | 7.9% |
| KLCI Return Jul14 | -0.6% |
| Portfolio Return YTD14 | 58.7% |
| KLCI Return YTD14 | 0.24% |
Portfolio return calculation method
Stock Portfolio @ End of July14
Core Portfolio
| Stocks | Average | Latest | G/L (%) |
| TAMBUN | 0.77 | 2.45 | 218.2 |
Satellite Portfolio
| Stocks | Average | Latest | G/L (%) |
| GTRONIC | 2.43 | 4.73 | 94.7 |
| INARI | 0.73 | 3.20 | 338.4 |
| LATITUD | 2.09 | 3.01 | 44.0 |
| MATRIX | 2.09 | 3.05 | 45.9 |
| SCIENTEX | 5.47 | 5.69 | 4.0 |
| YOCB | 0.69 | 1.20 | 73.9 |
Comment:
- No transaction in July, for 2 consecutive months
- Negligible amount of free cash
- Poor share price performance by Scientex again - patience tested to the limit!
Plan:
- Continue to keep cash
- Probably need to sell some shares to raise fund for other purpose
Dear BD,
ReplyDeleteGood day.
I noticed that the stocks that you covered in July (L&G, Keladi, Fitters and etc) all perform well. What surprised me that you did not make any transaction. This goes to show that you have a very high EQ when come to stock investing. Something that I need to start learning.
At same time during this period, I make losses in the market. :( Guess need to gain more knowledge fundamentally. I would like to touch base with you to seek your kind guidance. My email address is facado@gmail.com
Sincerely.
Hi FCD, I think my investment EQ is still yet to reach a level I wish for, but certainly it has improved a lot :) You can reach me at bursadummy@gmail.com.
DeleteAnyway, if you can learn everything in this website http://intelligentinvestor8.blogspot.com/, I think you'll be a much better fundamental investor.
u can try considering lcth ...
ReplyDeleteThanks Raymond, will take a look at it.
DeleteDear BD, thanks for your kind reply. I also refer Intelligent Investor on some of the idea of investing however, some part is so technical :-s which only confused me even more :P. (Just an ordinary person with zero background of financial terms) Well, dun get me wrong, the blog was indeed a great site to gain some fundamental knowledge.
ReplyDeleteThanks again for your kindness in sharing information.
Take care.
You're not alone, I also find the info there hard to digest. May be it's not the time yet :)
Delete